Freestone Capital Management, LLC
Seattle, WA·SEC-registered · CRD #145711
Freestone Capital Management, LLC is an SEC-registered investment advisory firm in Seattle, WA managing $15B across 6.2k client accounts, with 46 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$15B
Client accounts
6.2k
Advisory staff
46
Fee model
Fee-based
How Freestone Capital Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Freestone Capital Management, LLC
How much does Freestone Capital Management, LLC manage?
Per its most recent SEC Form ADV filing (06/29/2026), Freestone Capital Management, LLC reports $15B in regulatory assets under management across roughly 6.2k client accounts.
How does Freestone Capital Management, LLC charge?
Freestone Capital Management, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Freestone Capital Management, LLC a fiduciary?
Yes. Freestone Capital Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #145711), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Freestone Capital Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Freestone Capital Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Seattle, WA
Profile compiled from Freestone Capital Management, LLC's public SEC Form ADV filing (CRD #145711, filed 06/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Freestone Capital Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Freestone Capital Management, LLC? Claim this profile.