Wealth Manager
    SEC Registered
    Manages Private Funds

    Freestone Capital Management, LLC

    Registered investment advisor · Seattle, Washington · CRD #145711

    Assets Under Management
    $14.5B
    Client Accounts
    4,494
    Employees
    120
    CRD Number
    145711
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Freestone Capital Management, LLC

    Freestone Capital Management, LLC is an independent, employee-owned wealth advisory and asset management firm based in Seattle, Washington, with additional offices in San Francisco, Silicon Valley, Santa Barbara, and Anchorage. Founded in 1999, the firm manages over $12 billion in assets and serves individuals, families, and institutions across the country. Freestone emphasizes a client-centric approach, focusing on long-term relationships and customized financial planning. The firm offers a ra

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

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    Frequently Asked Questions

    What is Freestone Capital Management, LLC's AUM?

    Freestone Capital Management, LLC reports approximately $14.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Freestone Capital Management, LLC headquartered?

    Freestone Capital Management, LLC is headquartered in Seattle, Washington.

    What is Freestone Capital Management, LLC's CRD number?

    Freestone Capital Management, LLC's CRD number is 145711. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Freestone Capital Management, LLC manage?

    Freestone Capital Management, LLC manages approximately 4,494 client accounts according to its latest SEC filing.

    Is Freestone Capital Management, LLC SEC registered?

    Yes, Freestone Capital Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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