DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Freedom Fiduciaries LLC
Latest filing Aug 3, 2026
First filing on the tape Mar 13, 2024 · 15 filings
SEC status approved since Apr 22, 2024
RAUM
$585M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.8%
$4.4M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$195M
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$585M as of Aug 3, 2026
Feb 5, 2025$438M then
HNW client RAUM: no history
State-registered IARs (5.B.3)3 as of Aug 3, 2026
Feb 5, 20252 then
Employees (5.A)5 as of Aug 3, 2026
Feb 5, 20253 then
Private funds: no history
RAUM +34% over the last fiscal yearIARs 2 to 3
Practice profile
derived from the filing of Aug 3, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $195MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $4.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 99%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +34%derivedbetween the last two annual amendments
- Advisor growth, one year
- +50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$580M99%
- Individuals$4.4M0.8%
- Individual clients
- 9reported
- HNW clients
- n/areported
- Pension plan clients
- 115reported
- Charitable clients
- n/areported
- Accounts
- 124reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.01 fund_share=0.0 institutional_share=0.99 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Shane C Hanson | Boise, Id | Apr 11, 2023 | 13 y | 0 |
| Eugenia Cristina Georgescu-Hansen | Boise, Id | Apr 12, 2023 | 13 y | 3 |
| Riley W Mckenzie | Boise, Id | Mar 18, 2026 | 10 y | 2 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Ashley Kaitlin Butz to OnedigitalSep 18, 2024 · Other
Joined, latest
- Riley W Mckenzie from Echelon GroupMar 18, 2026 · Other
- Ashley Kaitlin Butz from Fisher InvestmentsMay 22, 2024 · Other
- Eugenia Cristina Georgescu-Hansen from Sanctuary Wealth Management, LLCApr 12, 2023 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Cristina Eugenia Georgescu-Hansen · Membercontrolsince 04/2023 · owns 5% to 10%
- C Shane Hanson · Managing Member/Ccocontrolsince 04/2023 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Boise, Id · principal | 3 | 1 | 0 | ||
| Vancouver, Wa | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 107 to 124Dec 3, 2025 to Mar 13, 2026
- Advisory employees · 2 to 3Dec 3, 2025 to Mar 13, 2026
- Individual clients · 5 to 9Dec 3, 2025 to Mar 13, 2026
- Pension plan clients · 102 to 115Dec 3, 2025 to Mar 13, 2026
- Employees · 3 to 5Dec 3, 2025 to Mar 13, 2026
- Financial planning clients · to 0Dec 3, 2025 to Mar 13, 2026
- State-registered IARs · 2 to 3Dec 3, 2025 to Mar 13, 2026
- Discretionary RAUM · $416M to $585MDec 3, 2025 to Mar 13, 2026
- Individual RAUM · $1.0M to $4.4MDec 3, 2025 to Mar 13, 2026
- Non-discretionary RAUM · $20.1M to $0Dec 3, 2025 to Mar 13, 2026
- Pension RAUM · $435M to $580MDec 3, 2025 to Mar 13, 2026
- RAUM · $436M to $585MDec 3, 2025 to Mar 13, 2026
- Financial planning clients · unset to Apr 24, 2025 to Jul 11, 2025
- Discretionary RAUM · $417M to $416MFeb 5, 2025 to Apr 24, 2025
- Individual RAUM · $1.1M to $1.0MFeb 5, 2025 to Apr 24, 2025
- Non-discretionary RAUM · $20.9M to $20.1MFeb 5, 2025 to Apr 24, 2025
- Pension RAUM · $436M to $435MFeb 5, 2025 to Apr 24, 2025
- RAUM · $438M to $436MFeb 5, 2025 to Apr 24, 2025
- Accounts · 80 to 107Sep 18, 2024 to Feb 5, 2025
- Individual clients · 4 to 5Sep 18, 2024 to Feb 5, 2025
- Pension plan clients · 76 to 102Sep 18, 2024 to Feb 5, 2025
- Employees · 2 to 3Sep 18, 2024 to Feb 5, 2025
- Discretionary RAUM · $311M to $417MSep 18, 2024 to Feb 5, 2025
- Individual RAUM · $1.3M to $1.1MSep 18, 2024 to Feb 5, 2025
- Non-discretionary RAUM · $20.8M to $20.9MSep 18, 2024 to Feb 5, 2025
- Pension RAUM · $330M to $436MSep 18, 2024 to Feb 5, 2025
- RAUM · $332M to $438MSep 18, 2024 to Feb 5, 2025
- Advisory employees · 3 to 2Aug 23, 2024 to Sep 18, 2024
- Employees · 3 to 2Aug 23, 2024 to Sep 18, 2024
- State-registered IARs · 3 to 2Aug 23, 2024 to Sep 18, 2024
- Other offices · 1 to 0Aug 23, 2024 to Sep 18, 2024
- Accounts · 69 to 80May 22, 2024 to Aug 1, 2024
- Individual clients · 2 to 4May 22, 2024 to Aug 1, 2024
- Pension plan clients · 65 to 76May 22, 2024 to Aug 1, 2024
- Discretionary RAUM · $256M to $311MMay 22, 2024 to Aug 1, 2024
- Individual RAUM · $250,745 to $1.3MMay 22, 2024 to Aug 1, 2024
- Non-discretionary RAUM · $8.0M to $20.8MMay 22, 2024 to Aug 1, 2024
- Pension RAUM · $264M to $330MMay 22, 2024 to Aug 1, 2024
- RAUM · $264M to $332MMay 22, 2024 to Aug 1, 2024
- Advisory employees · 2 to 3May 13, 2024 to May 22, 2024
Signals
4 dated events
- Freedom Fiduciaries Llc reported RAUM $584.6M, up 34% from $436.4M (2025-12-03 to 2026-03-13)Mar 13, 2026 · RAUM change · derived
- Freedom Fiduciaries Llc reported RAUM $437.6M, up 32% from $331.6M (2024-09-18 to 2025-02-05)Feb 5, 2025 · RAUM change · derived
- Ashley Kaitlin Butz left Freedom Fiduciaries Llc for Onedigital (registered 2024-10-16)Sep 18, 2024 · Advisor changed firm · fact
- Freedom Fiduciaries Llc filed its initial SEC registration (Form ADV)Mar 13, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/freedom-fiduciaries/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- freedomfiduciaries.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 208-900-4331reportedpublic record, Form ADV, Aug 3, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $195Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026