Hedge Fund Database

FREEDOM DAY SOLUTIONS, LLC

Adviser information for FREEDOM DAY SOLUTIONS, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Texas, United States

Employees

Total Number of Employees 9
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 958 $364.2M
Non-Discretionary 295 $58.7M
Total 1,253 $422.9M

Clients

Type Number RAUM
Individuals 268 $81.8M
HNW Individuals 134 $341.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMSubscription feesFixed fees
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-66190
SEC ERA File Number 801-66190
SEC CIK Numbers 1467517
SEC CRD Numbers 138962
Legal Entity Identifier None

Principal Office

8401 WESTVIEW DRIVE
HOUSTON
TX
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 713-784-3878, Fax: 713-784-8023

Websites

www.linkedin.com/company/krueger-&-catalano-capital-partners-llc www.facebook.com/kruegercatalanoroi twitter.com/ryankruegerroi kc-roi.com www.freedomdaysolutions.com www.kruegercatalano.com www.linkedin.com/company/freedom-day-solutions www.youtube.com/channel/ucp0h9oqftdealnetx92jqia

Chief Compliance Officer

KYI KYI WIN
8401 WESTVIEW DRIVE
HOUSTON
TX
United States
Tel: 713-784-3878
Fax: 713-784-8023
(Full email address available in API data)

Industry Affiliates

THE WEBB LAW FIRM, PLLC Lawyer or law firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
KRUEGER, RYAN, JASON Individual – MANAGING MEMBER 03/2006 50-75%
CATALANO, MICHAEL, BLAISE Individual – MANAGING MEMBER 03/2006 50-75%
WIN, KYI KYI Individual – CHIEF COMPLIANCE OFFICER 10/2015 < 5%

No. Employees, Historic

10502020202120222023202420256 on 3/12/20206 on 4/28/20206 on 6/2/20206 on 6/3/20206 on 7/29/20206 on 12/7/20208 on 3/19/20218 on 3/23/20218 on 4/6/20218 on 5/28/20218 on 3/23/20228 on 11/3/20228 on 12/1/20228 on 3/15/20238 on 10/18/20239 on 3/27/2024

RAUM, Historic

500M250M0202020212022202320242025288615523 on 3/12/2020288615523 on 4/28/2020288615523 on 6/2/2020288615523 on 6/3/2020288615523 on 7/29/2020288615523 on 12/7/2020323004006 on 3/19/2021323004006 on 3/23/2021323004006 on 4/6/2021323004006 on 5/28/2021366482420 on 3/23/2022366482420 on 11/3/2022366482420 on 12/1/2022365459993 on 3/15/2023365459993 on 10/18/2023422931342 on 3/27/2024

No. Clients, Historic

5002500202020212022202320242025299 on 3/12/2020299 on 4/28/2020299 on 6/2/2020299 on 6/3/2020299 on 7/29/2020299 on 12/7/2020319 on 3/19/2021319 on 3/23/2021319 on 4/6/2021320 on 5/28/2021374 on 3/23/2022374 on 11/3/2022374 on 12/1/2022385 on 3/15/2023385 on 10/18/2023402 on 3/27/2024

Holdings

From latest 13F, filed July 19th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 2M 12K –
ACCENTURE PLC IRELAND SHS CLASS A 3M 9K –
ALPHABET INC CAP STK CL A 4M 20K –
AMAZON COM INC COM 5M 27K –
AMGEN INC COM 505K 2K –
APPLE INC COM 9M 43K –
ASML HOLDING N V N Y REGISTRY SHS 560K 548 –
AUTOZONE INC COM 2M 830 –
BANK AMERICA CORP COM 449K 11K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 3M 8K –
BLACKROCK INC COM 229K 291 –
BROADCOM INC COM 4M 2K –
CARRIER GLOBAL CORPORATION COM 368K 6K –
CASEYS GEN STORES INC COM 3M 7K –
CELANESE CORP DEL COM 329K 2K –
CHENIERE ENERGY INC COM NEW 2M 11K –
CHURCH & DWIGHT CO INC COM 501K 5K –
CINTAS CORP COM 4M 5K –
COCA COLA CO COM 895K 14K –
COLUMBIA BKG SYS INC COM 316K 16K –
COMFORT SYS USA INC COM 3M 9K –
CONOCOPHILLIPS COM 837K 7K –
COPART INC COM 3M 56K –
COSTCO WHSL CORP NEW COM 4M 5K –
COTERRA ENERGY INC COM 2M 66K –
DIAMONDBACK ENERGY INC COM 2M 9K –
DOMINOS PIZZA INC COM 3M 5K –
DOVER CORP COM 234K 1K –
EA SERIES TRUST FREEDOM DAY 89M 3M –
ELEVANCE HEALTH INC COM 2M 3K –
ELI LILLY & CO COM 4M 5K –
ENCORE WIRE CORP COM 2M 8K –
EOG RES INC COM 986K 8K –
EVERCORE INC CLASS A 955K 5K –
EXPEDITORS INTL WASH INC COM 2M 15K –
EXXON MOBIL CORP COM 2M 18K –
FORTINET INC COM 2M 26K –
GALLAGHER ARTHUR J & CO COM 4M 15K –
GOLDMAN SACHS GROUP INC COM 1M 2K –
HOME DEPOT INC COM 908K 3K –
ILLINOIS TOOL WKS INC COM 546K 2K –
INFOSYS LTD SPONSORED ADR 2M 88K –
INTUIT COM 3M 4K –
ISHARES TR CORE MSCI TOTAL 3M 48K –
ISHARES TR CRE U S REIT ETF 6M 115K –
ISHARES TR PFD AND INCM SEC 5M 153K –
ISHARES TR RUS 1000 ETF 229K 772 –
ISHARES TR S&P 500 GRWT ETF 293K 3K –
JOHNSON & JOHNSON COM 907K 6K –
JPMORGAN CHASE & CO. COM 414K 2K –
KINDER MORGAN INC DEL COM 241K 12K –
KLA CORP COM NEW 2M 3K –
LENNAR CORP CL A 2M 15K –
LINDE PLC SHS 2M 5K –
LITTELFUSE INC COM 2M 7K –
LOCKHEED MARTIN CORP COM 389K 834 –
LOWES COS INC COM 2M 10K –
MARKEL GROUP INC COM 2M 1K –
MASTERCARD INCORPORATED CL A 278K 631 –
MCCORMICK & CO INC COM NON VTG 218K 3K –
MCDONALDS CORP COM 2M 6K –
MERCK & CO INC COM 236K 2K –
MICROSOFT CORP COM 7M 17K –
MORGAN STANLEY COM NEW 2M 21K –
MSCI INC COM 2M 5K –
MUELLER INDS INC COM 2M 42K –
NOVO-NORDISK A S ADR 3M 24K –
NVIDIA CORPORATION COM 7M 60K –
OLD DOMINION FREIGHT LINE IN COM 2M 10K –
PRIMORIS SVCS CORP COM 2M 48K –
PROCTER AND GAMBLE CO COM 2M 10K –
PROGRESSIVE CORP COM 795K 4K –
REGENERON PHARMACEUTICALS COM 3M 2K –
S&P GLOBAL INC COM 3M 8K –
SHERWIN WILLIAMS CO COM 3M 9K –
SMITH A O CORP COM 3M 35K –
SPDR SER TR PORTFOLI S&P1500 10M 146K –
SPDR SER TR PORTFOLIO S&P500 264K 4K –
TAKE-TWO INTERACTIVE SOFTWAR COM 2M 14K –
TARGET CORP COM 1M 8K –
TEXAS INSTRS INC COM 2M 13K –
THE CIGNA GROUP COM 1M 3K –
THERMO FISHER SCIENTIFIC INC COM 3M 5K –
TRACTOR SUPPLY CO COM 3M 10K –
UNION PAC CORP COM 207K 916 –
UNITEDHEALTH GROUP INC COM 2M 4K –
VANGUARD STAR FDS VG TL INTL STK F 6M 96K –
VERTEX PHARMACEUTICALS INC COM 3M 6K –
VISA INC COM CL A 309K 1K –
WALMART INC COM 3M 41K –
WATSCO INC COM 4M 8K –
WATTS WATER TECHNOLOGIES INC CL A 2M 11K –
WILLIAMS COS INC COM 794K 19K –