Lifestyle Freedom Advisory Group, LLC
● SEC registered since 2025CRD 283512SEC# 801-134196Bradenton, FL
Reg. AUM
$156.8M
Employees
5
Accounts
366
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 $156.8 million in regulatory assets under management and employs 5 people.
Lifestyle Freedom Advisory Group, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Russell Daley Control | Chief Compliance Officer | Under 5% | 2025 |
| Lifestyle Freedom Group, LLC Control | Owner | Over 75% | 2016 |
| Timothy Hockenhull Daley | Chief Operations Officer | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Lifestyle Freedom Advisory Group, LLC manage?
Lifestyle Freedom Advisory Group, LLC reports $156.8 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
| Address | 9040 Town Center Parkway, Bradenton, FL 34202 |
| Phone | 941-914-9422 |
| Fax | 203-413-4346 |
| Office hours | 9-5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$156.8M▲ 25%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$156.8Mregulatory AUM
Discretionary $156.7MNon-discretionary $113K