SourcingSourcing

FREESTATE ADVISORS LLC

B52
CRD 145800·SEC 801-106933·OVERLAND PARK, KS
AUM
$181.8M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$546K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FREESTATE ADVISORS LLC
CRD
145800
SEC file #
801-106933
EIN
261269787
DBA names
—

Economics

AUM
$181.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$177.2M → $181.8M▲ +3%
Client mix
Individuals Other161
Individuals High Net Worth83

Operations

Employees (total)
9
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
11 advisors → 9 advisors▼ -18%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
01/05/2026
ADV-W filed at
—
Website
freestateadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HASKINS, NATHAN, EMERSON
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HASKINS, NATHAN, EMERSON
PARKS, MELINDA, EISENHOUR
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
FREESTATEADVISORS.COM
Rdap Domain Creation Date
2010-09-23T19:53:07Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, 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
146,887
Form 5500 Compensation Trajectory 3y
2025146,887
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
146,887
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001660328
Edgar Registered
Yes
Edgar Filing Count
21
Edgar First Filing Date
2019-04-04
Edgar Last Filing Date
2026-04-09
Edgar 13f Count
19
Edgar 13f Latest AUM Estimate
Filing Date2026-04-09
Accession0001660328-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
4400 COLLEGE BLVDSTE 125OVERLAND PARK, KS 66211-2305
Business
4400 COLLEGE BLVDSTE 125OVERLAND PARK, KS 66211-2305
Edgar EIN
261269787
Edgar Recent Filings
13F-HR2026-04-09 · 0001660328-26-000003
13F-HR2026-01-12 · 0001660328-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-23T19:53:07Z
Rdap Domain Last Changed
2025-09-22T14:31:29Z
Rdap Nameservers
Ns43.domaincontrol.comNs44.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6852825
Trust Company Affiliate
No

People (9)

9
PARKS, MELINDA, EISENHOUR
IAR · Direct Owner · 62.5%
2324094
HASKINS, NATHAN, EMERSON
IAR · Direct Owner · 62.5%
6852825
TOM RUSSELL HALVORSON
IAR
5458463
PHILIP DAVID TAYLOR
IAR
6179116
MICHAEL EDWARD THOMAS
IAR
2119910
POLLY PETERS
IAR
2801070
KELLY BRYAN HOLLOWAY
IAR
6926668
David Matthew Barth
IAR
7404207
LASANDRA LEEANN RICE
IAR
3087557