BYRNE FINANCIAL FREEDOM, LLC

CRD

167893

SEC file #

801-107534

EIN

843033206

DBA names

—

Economics

AUM

$546.4M

AUM band

$500M-$1B

AUM trajectory

'20 · $138.3M

'21 · $203.2M

'22 · $242.7M

'23 · $315.1M

'25 · $435.7M

'26 · $546.4M

'20'26

$138.3M → $546.4M▲ +295%

sec adv history

Client mix

Individuals Other	578
Individuals High Net Worth	378
Pension Profit Sharing Plans	11

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 7 advisors

'21 · 3 advisors

'22 · 4 advisors

'23 · 4 advisors

'25 · 6 advisors

'26 · 6 advisors

'20'26

7 advisors → 6 advisors▼ -14%

sec adv history

Primary office

FRANKLIN MA

Branches

—

Custodian & Brokerage

Primary custodian

LPL Financiallow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUM

Filings

Latest ADV filing

03/27/2026

byrnefinancialfreedom.com

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BYRNE, JOSEPH, GERARD

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

BYRNE, JOSEPH, GERARD

BYRNE, BRIAN, PATRICK

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

BYRNEFINANCIALFREEDOM.COM

Rdap Domain Creation Date

2010-07-12T19:10:50Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

Advanced Internet Technologies, Inc. (AIT)

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002063947

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2025-04-29

Edgar Last Filing Date

2026-04-27

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-27

Accession0001951757-26-000742

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.4168

Soi Zip Pct 200k Plus

0.1875

Soi Zip Returns 200k Plus

3,190

Soi Zip Total AGI

2,253,641

Census Median Hh Income

138,062

Census High Income Households

3,690

Census Median Age

Census Pop 65 66 Total

611

Census Total Households

12,131

Fdic Zip Total Deposits

21,041,869,000

Fdic Zip Branch Count

306

Fdic Zip Top Banks

Rockland Trust Company

Bank of America, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (31)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Census Bachelors Plus Count

6,893

Census Median Home Value

516,500

Census Unemployed Count

1,055

Census Zip

02038

Custodian Candidates

Full

Lpl Financial	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

11 EAST STREETFRANKLIN, MA 02038

Business

11 EAST STREETFRANKLIN, MA 02038

Edgar EIN

843033206

Edgar Recent Filings

13F-HR2026-04-27 · 0001951757-26-000742

13F-HR2026-02-04 · 0001951757-26-000352

Fdic Zip Branches Raw

BayBankFranklin, MA

Fdic Zip HHI

1193.68

Fdic Zip Top Bank Share Pct

20.14

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2028-07-12T19:10:50Z

Rdap Domain Last Changed

2025-07-29T21:39:10Z

Rdap Nameservers

Ns0.nameservices.netNs1.nameservices.net

Rdap Secure Dns Enabled

Rdap Status

Active

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	40,676
Returns	3,970

Stub 2

AGI	86,839
Returns	2,320

Stub 3

AGI	128,780
Returns	2,070

Soi Zip Total Business Income

56,563

Soi Zip Total Cap Gains

127,602

Soi Zip Total Dividends

33,331

Soi Zip Total Returns

17,010

Top Owner CRD

1901015

Trust Company Affiliate