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Lifestyle Freedom Advisory Group, LLC

● SEC registered since 2025CRD 283512SEC# 801-134196Bradenton, FL
Export (members)
Reg. AUM
$125.6M
Employees
5
Accounts
345
Location
Bradenton, FL

Lifestyle Freedom Advisory Group, LLC assets under management

Lifestyle Freedom Advisory Group, LLC is an SEC-registered investment adviser based in Bradenton, FL. The firm has been registered since 2025. It reports $125.6 million in regulatory assets under management and employs 5 people.
lifestylefreedom.comView on SEC.gov ↗

Lifestyle Freedom Advisory Group, LLC owners & executives

8 reported
NameTitleOwnershipSince
John Russell Daley ControlChief Compliance OfficerUnder 5%2025
Lifestyle Freedom Group, LLC ControlOwnerOver 75%2016
Timothy Hockenhull DaleyChief Operations OfficerUnder 5%2018
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Frequently asked questions

How much does Lifestyle Freedom Advisory Group, LLC manage?

Lifestyle Freedom Advisory Group, LLC reports $125.6 million in regulatory assets under management on its Form ADV.

How many employees does Lifestyle Freedom Advisory Group, LLC have?

Lifestyle Freedom Advisory Group, LLC reports 5 employees.

Where is Lifestyle Freedom Advisory Group, LLC located?

Lifestyle Freedom Advisory Group, LLC is based in Bradenton, FL and has been SEC-registered since 2025.

Does Lifestyle Freedom Advisory Group, LLC disclose fund performance?

Lifestyle Freedom Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9040 Town Center Parkway, Bradenton, FL 34202
Phone941-914-9422
Fax203-413-4346
Office hours5-Sep
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$125.5M
Non-discretionary$79K
Total (RAUM)$125.6M