Byrne Financial Freedom, Llc
- Regulatory AUM
- $546M
- Discretionary
- $546M
- Clients
- 967
- Avg AUM / client
- $565K
- Accounts
- 1,676
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Jun 05, 2026
Investments (13F portfolio — 103 positions, $208,963,435)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | COM | $18,653,785 | 89,565 | 8.93% | 3.41% |
| 2 | Alphabet Inc | CAP STK CL C | $17,601,668 | 61,360 | 8.42% | 3.22% |
| 3 | Ark Etf Tr | INNOVATION ETF | $7,865,930 | 116,377 | 3.76% | 1.44% |
| 4 | Microsoft Corp | COM | $7,723,303 | 20,864 | 3.7% | 1.41% |
| 5 | Palantir Technologies Inc | CL A | $7,522,534 | 51,426 | 3.6% | 1.38% |
| 6 | Walmart Inc | COM | $7,478,903 | 60,178 | 3.58% | 1.37% |
| 7 | Columbia Etf Tr I | RESH ENHNC COR | $7,426,157 | 190,512 | 3.55% | 1.36% |
| 8 | Micron Technology Inc | COM | $7,411,291 | 21,937 | 3.55% | 1.36% |
| 9 | Invesco Exch Trd Slf Idx Fd | RAFI STRATGIC US | $7,402,782 | 127,824 | 3.54% | 1.35% |
| 10 | Nuveen Amt Free Qlty Mun Inc | COM | $7,210,354 | 642,062 | 3.45% | 1.32% |
| 11 | Apple Inc | COM | $6,578,730 | 25,922 | 3.15% | 1.2% |
| 12 | Invesco Exch Traded Fd Tr Ii | BLOOMBERG FINANC | $5,657,985 | 82,634 | 2.71% | 1.04% |
| 13 | Ark Etf Tr | BLOCKCHAIN & FIN | $5,363,297 | 141,102 | 2.57% | 0.98% |
| 14 | Abrdn Silver Etf Trust | PHYSCL SILVR SHS | $5,169,104 | 72,184 | 2.47% | 0.95% |
| 15 | Invesco Exch Traded Fd Tr Ii | NASDAQ 100 ETF | $4,937,743 | 20,780 | 2.36% | 0.9% |
| 16 | Invesco Qqq Tr | UNIT SER 1 | $4,004,476 | 6,938 | 1.92% | 0.73% |
| 17 | Pgim Etf Tr | PGIM ULTRA SH BD | $3,776,237 | 76,286 | 1.81% | 0.69% |
| 18 | Franklin Templeton Etf Tr | EMER MKT COR DIV | $3,730,990 | 105,554 | 1.79% | 0.68% |
| 19 | Meta Platforms Inc | CL A | $3,637,387 | 6,358 | 1.74% | 0.67% |
| 20 | Janus Detroit Str Tr | HENDERSON SECURI | $3,516,228 | 68,210 | 1.68% | 0.64% |
| 21 | Spdr Index Shs Fds | STATE STREET SPD | $3,393,567 | 74,339 | 1.62% | 0.62% |
| 22 | Global X Fds | ARTIFICIAL ETF | $3,183,314 | 68,209 | 1.52% | 0.58% |
| 23 | Franklin Templeton Etf Tr | US SML CP MLTFCT | $3,052,919 | 71,530 | 1.46% | 0.56% |
| 24 | Global X Fds | US INFR DEV ETF | $3,011,993 | 59,279 | 1.44% | 0.55% |
| 25 | Nvidia Corporation | COM | $2,769,780 | 15,882 | 1.33% | 0.51% |
Top 25 of 103 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 578 | $112M | 20.4% |
| High net worth individuals | 378 | $422M | 77.1% |
| Pension and profit sharing plans | 11 | $11.4M | 2.09% |
| Charitable organizations | Fewer than 5 | $1.4M | 0.25% |
| Corporations and other businesses | Fewer than 5 | $641K | 0.12% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Gerard Byrne | Owner And Chief Executive Officer | Feb 2006 (21y) | 75% or more | |
| Byrne, Brian, Patrick | Chief Operating Officer, Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| James Gary Walsh | Registered representative | Aug 2013 (13y) | ||
| Jason Scott Weiss | Registered representative | Dec 2016 (10y) | ||
| Christopher Raymond Byrne | Registered representative | Dec 2021 (5y) | ||
| Jessica Beckett | Registered representative | Jul 2023 (3y) | ||
| Ryan James Mc Cormick | Registered representative | CFP | Apr 2024 (2y) | |
| Jack Arduin | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/05/2026 | 911 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $546M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 05, 2026.
View current Form ADV (SEC/IAPD) ↗