Website Disclosures

Warranties & Disclaimers

There are no warranties implied.

Freeman Capital Advisors  (“Freeman Capital”) is a registered investment adviser located in Charlotte, North Carolina. Freeman Capital Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Freeman Capital Advisors’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Freeman Capital Advisors’ website on the Internet should not be construed by any consumer and/or prospective client as Freeman Capital Advisors’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Freeman Capital Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Freeman Capital Advisors, please contact the state securities regulators for those states in which Freeman Capital Advisors maintains a registration filing. A copy of Freeman Capital Advisors’ current written disclosure statement discussing Freeman Capital Advisors’ business operations, services, and fees is available at the SEC’s investment adviser public information website – or from Freeman Capital Advisors upon written request. Freeman Capital Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Freeman Capital Advisors’ web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.


Client Disclosures & Policies

Please carefully review the following disclosures and policies to assess a potential relationship with Freeman Capital through the use of our site, products and services.

Selecting one or all of the links below will allow you to review and print PDF versions of the relevant documents. Please be sure to visit Adobe’s website to download the latest version of Adobe® Reader® before attempting to access the documents.

Website Disclosures

Form ADV Part 2A

Terms of Use

AML Policy and Procedures

Digital Privacy Policy



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Freeman Capital Wealth Advisors

9:00AM – 6:00PM EST M-F
Address : 2015 Arysley Town Blvd Suite 202 Charlotte, NC 28273
Phone : (336) 914-0888

Client Portals

Members can use the following portals to login to planning and investment dashboards.