Freedom Fiduciaries Llc
- Regulatory AUM
- $585M
- Discretionary
- $585M
- Clients
- 124
- Avg AUM / client
- $4.7M
- Accounts
- 124
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jun 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 9 | $4.4M | 0.75% |
| Pension and profit sharing plans | 115 | $580M | 99.2% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Kings Oil Tools, Inc. 401(k) Profit Sharing Plan Kings Oil Tools, Inc. | 2024 | |
| Vertical Health Services 401(k) Plan Vertical Health Services Llc | 2024 | |
| Super T Transport 401(k) Plan Super T Transport, Inc. | 2024 | |
| Rogue Credit Union Capital Accumulation Plan Rogue Credit Union | 2024 | |
| Frontier Credit Union 401(k) Plan And Trust Frontier Credit Union | 2024 | |
| Acm Human Resources, Llc 401(k) Plan Acm Human Resources, Llc | 2024 | |
| Concrete Placing Company, Inc. 401(k) Plan Concrete Placing Company, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eugenia Cristina Georgescu Hansen | Member | Apr 2023 (3y) | 5% – 10% | |
| Shane C Hanson | Managing Member/Cco | Apr 2023 (3y) | 75% or more | |
| Riley W Mc Kenzie | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 20% 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.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Kings Oil Tools, Inc. 401(k) Profit Sharing Plan | Kings Oil Tools, Inc. | 219 | $12.6M | 11/01/2024 |
| Vertical Health Services 401(k) Plan | Vertical Health Services Llc | 2,070 | $1.3M | 06/01/2024 |
| Super T Transport 401(k) Plan | Super T Transport, Inc. | 153 | $2.4M | 01/01/2024 |
| Rogue Credit Union Capital Accumulation Plan | Rogue Credit Union | 627 | $53.2M | 01/01/2024 |
| Frontier Credit Union 401(k) Plan And Trust | Frontier Credit Union | 167 | $7.4M | 01/01/2024 |
| Acm Human Resources, Llc 401(k) Plan | Acm Human Resources, Llc | 309 | $16.8M | 01/01/2024 |
| Concrete Placing Company, Inc. 401(k) Plan | Concrete Placing Company, Inc. | 82 | $9.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 909 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Empower $154M (26% of AUM) Jun 2026
- Voya $93.1M (16% of AUM) Jun 2026
- Charles Schwab & Co. $35.0M (11% of AUM) Sep 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 08, 2026.
View current Form ADV (SEC/IAPD) ↗