firm profile
Freestone Capital Management, LLC
Overview
Freestone Capital Management, LLC is an SEC registered investment adviser based in Seattle, WA, registered since 2008. It reports $14.5B in assets under management across 4,494 accounts, with 120 employees. It has 63 investment adviser representatives.
- Reported AUM
- $14.5B
- Discretionary
- 69%
- Accounts
- 4,494
- Average account
- $3.2M
- Employees
- 120
- Advisory reps
- 63
- Registered since
- 2008
- Jurisdictions
- 53
As reported in the firm's June 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Percentage of Assets and Performance-Based Fees
Executive officers 3 of 6
- Erik Konrad Morgan Manager, Managing Partner CRD 2207063
- Matthew Allan Tigert Managing Director Advisory Operations CRD 5098983
- Gary Isaac Furukawa Manager, Chief Investment Officer CRD 1094815
3 more executive officers, with direct contact details
Advisory reps 3 of 63
- Matthew Ryan Abrams Investment Adviser Rep CRD 6567402
- Michael Lee Allard Investment Adviser Rep CRD 2461271
- Carolyn Barnette Investment Adviser Rep CRD 6182525
60 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 701 5th Ave Fl 74
Seattle, WA 98104 - County
- King
- Metro area
- Seattle-Tacoma-Bellevue, WA
- Region
- West
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: freestonecapital.com
Every state, with registration dates
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