Best Investors
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Boston, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-18 |
| CA | RA | APPROVED | 2026-01-14 |
| MA | RA | APPROVED | 2024-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smart Investor | Rocklin | CA | 01/2016 | 12/2016 |
| Robasciotti & Associates Inc D.b.a. Robasciotti & Philipson | San Francisco | CA | 08/2019 | 10/2021 |
| Foreside Fund Services, Llc | Sacramento | CA | 07/2020 | 10/2021 |
| Smart Investor | Rocklin | CA | 01/2017 | 07/2019 |
| Unemployed | San Francisco | CA | 10/2021 | 04/2022 |
| The Working World D.b.a. Seed Commons | New York City | NY | 04/2022 | 10/2023 |
| Obran Capital Advisors Llc | Boston | MA | 10/2023 | Present |
| Obran Cooperative Lca | Seattle | WA | 09/2023 | Present |
| Chosen Family Office | Lincoln | CA | 06/2024 | Present |
| Leo Freeman Llc D.b.a. Capital J Consulting | Lincoln | CA | 01/2025 | Present |
| Wealth Hackers Initiative | London | 01/2022 | Present | |
| The Guild | Atlanta | GA | 10/2023 | 06/2024 |
| Adasina Social Capital | San Francisco | CA | 08/2020 | 10/2021 |
Leo Freeman is currently employed as the Director of Obran Group Capital Holdings LLC ("Obran Capital") and has held this role since September 2023. Obran Capital is the parent company of Obran Capital Advisors and is the direct subsidiary of Obran Cooperative LCA. The Obran Capital Director role is salary compensated and non-investment related. It accounts for approximately 40 hours of Leo's time per month. Leo Freeman is also the founder, CEO and co-owner of Chosen Family Office, a platform for integrated financial care teams. Chosen Family Office was originally a subsidiary of Obran Capital but spun off in January 2025. This activity is non-investment related and compensated on an hourly basis. It accounts for approximately 20 hours of Leo's time per month. Additionally, Leo Freeman is the owner of Leo Freeman LLC d.b.a. Capital J Consulting, providing non-investment related consulting to social justice organizations, foundations and individuals looking to align their wealth with ancestry/legacy and social movements. This activity is compensated on a contract basis and accounts for 1-5 hours of his time per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-15 |
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