SourcingSourcing

FREEMAN, WILL & NIEMEIER, INC.

B50
CRD 121628·SEC 801-68759·EVANSVILLE, IN
AUM
$284.2M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$853K
@ 30% margin
Est. Deal Value
$6.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FREEMAN, WILL & NIEMEIER, INC.
CRD
121628
SEC file #
801-68759
EIN
—
DBA names
—

Economics

AUM
$284.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$182.6M → $284.2M▲ +56%
Client mix
Individuals Other308
Individuals High Net Worth50
Pension Profit Sharing Plans28
Corporations2

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
EVANSVILLE IN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
fwnadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FREEMAN, PATRICK, EVAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
FREEMAN, PATRICK, EVAN
FREEMAN, PATRICK, BERNARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FWNADVISORS.COM
Rdap Domain Creation Date
1999-09-15T13:59:33Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
47,998
Form 5500 Compensation Trajectory 3y
202547,998
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
47,998
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1962
Soi Zip Pct 200k Plus
0.0367
Soi Zip Returns 200k Plus
410
Soi Zip Total AGI
780,976
Fdic Zip Total Deposits
15,744,028,000
Fdic Zip Branch Count
427
Fdic Zip Top Banks
Old National Bank
Fifth Third Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Permanent Federal Savings BankEvansville, IN
First Federal Savings BankEvansville, IN
Fdic Zip HHI
1355.44
Fdic Zip Top Bank Share Pct
28.56
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-10-28T22:48:11Z
Rdap Domain Last Changed
2026-01-20T23:15:27Z
Rdap Nameservers
Ns77.domaincontrol.comNs78.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI39,509
Returns3,270
Stub 2
AGI104,183
Returns2,820
Stub 3
AGI107,164
Returns1,750
Soi Zip Total Business Income
14,285
Soi Zip Total Cap Gains
20,740
Soi Zip Total Dividends
12,986
Soi Zip Total Returns
11,160
Top Owner CRD
2883917
Trust Company Affiliate
No

People (2)

2
FREEMAN, PATRICK, EVAN
Direct Owner · 87.5%
2883917
FREEMAN, PATRICK, BERNARD
IAR · Executive Officer · 2.5%
1150805