Freestone Capital Management
Seattle, United States · Angel Investment, Consulting, Finance
Freestone Capital Management is an independent, fee-only wealth advisory and asset management firm that brings together superior client service and a comprehensive investment approach. Clients entrust Freestone to help them pursue their long-term financial goals. Freestone serves clients throughout the west coast with offices in Seattle, San Francisco, Silicon Valley, Santa Barbara, and Anchorage.
Key facts
- Headquarters
- Seattle, United States
- Employees
- Unknown
- Industries
- Angel Investment, Consulting, Finance
- Status
- Private
- Website
- freestonecapital.com
- Company page
Recent activity at Freestone Capital Management
- : Freestone Capital Management Appoints Carolyn Barnette as Managing Director
- : Freestone Capital Management Appoints Nicole Bowers as Head of Recruiting in Seattle Office
- : Freestone Capital Management Hires Lizzie Hollis, JD as New Director of Wealth Strategy and Estate Planning
- : Freestone Announces Closing Of Growth Financing For Momentum Technologies
Freestone Capital Management funding history
| Date | Round | Amount |
|---|---|---|
| Dec 2021 | Funding Round | Undisclosed |
Leadership
- Carolyn Barnette, Director
- Nicole Bowers, Head of Recruiting
- Lizzie Hollis, Managing Director
Verified email and direct lines for Freestone Capital Management’s decision-makers are on Fundz. See plans
Employee benefit plans
Freestone Capital Management files 1 employee benefit plan with the U.S. Department of Labor, including a retirement plan. The next plan year renews in Dec 2026.
Freestone Capital Management in the news
- Freestone Capital Management's Erik Morgan named to Barron's Top 100 Independent Advisors, Ranked #6 Nationally - goSkagit (Sep 21, 2026)
- Seattle-based GT Capital and Freestone Capital Management Expands Seattle Portfolio with Acquisition of Lock Vista Apartments - Lelezard (Nov 25, 2025)
- Forbes Names Freestone Capital Management One of America's Top RIA Firms for 2025 - PR Newswire (Oct 02, 2025)
- Freestone Capital Management Expands Bay Area Team with the Addition of Seton McAndrews - PR Newswire (Sep 08, 2025)
- Freestone Names Larry Miles as President and Chief Executive Officer - Lelezard (Jan 19, 2021)
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About Freestone Capital Management: questions and answers
What does Freestone Capital Management do?
Freestone Capital Management is an independent, fee-only wealth advisory and asset management firm that brings together superior client service and a comprehensive investment approach. Clients entrust Freestone to help them pursue their long-term financial goals. Freestone serves clients throughout the west coast with offices in Seattle, San Francisco, Silicon Valley, Santa Barbara, and Anchorage.
Where is Freestone Capital Management headquartered?
Freestone Capital Management is headquartered in Seattle, United States.
Has Freestone Capital Management raised funding?
Yes. Fundz has recorded 1 funding event for Freestone Capital Management. The most recent, Funding Round of Undisclosed, was in Dec 2021.
What is the latest news on Freestone Capital Management?
On Sep 24, 2026, Freestone Capital Management Appoints Carolyn Barnette as Managing Director
Source: Fundz records from SEC filings, press releases and company announcements. How Fundz measures data accuracy