Ron Defreitas

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → Present
  Gulf Coast Educators
  Naples, FL
• 08/2009 → Present
  Horace Mann Companies
  Springfield, IL
• 08/2009 → Present
  Horace Mann Investors, Inc.
  Springfield, IL
• 10/2017 → Present
  United Partners Insurance, Llc
  Baton Rouge, LA
• 10/2020 → Present
  Horace Mann Investors Inc.
  Springfield, IL

Previous Registrations

• 2020-10-01 → 2022-06-13
  Horace Mann Investors, Inc.
  Naples, FL
  Greensboro, NC
  Fort Myers, FL
  Lake Suzy, FL
  Naples, FL
  Baton Rouge, LA

Other Businesses

4972 Royal Gulf Circle LLC POSITION: President & CEO NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 4974 Royal Gulf Circle, Fort Myers FL 33966, United States DESCRIPTION: Overseeing rental of commercial real estate. I rent the other (separate) side of my primary office building. GULF COAST EDUCATORS INSURANCE LLC DBA GCE WEALTH MANAGEMENT POSITION: President, CEO, Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/17/2009 ADDRESS: 4972 Royal Gulf Circle, Fort Myers FL 33966, United States DESCRIPTION: Business/payroll/insurance sales for property and casualty insurance. UNITED PARTNER INSURANCE LLC POSITION: Partner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/19/2020 ADDRESS: 2660 Stonewood Park Loop, Land O Lakes FL 34638, United States DESCRIPTION: No active duties, business was sold but the entity remains open to distribute payments. R&L PROPERTY HOLDINGS , LLC POSITION: Owner, Managing Member NATURE: Boat Storage INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2023 ADDRESS: 15051 Punta Rassa Rd, Unit 314, Fort Myers FL 33908, United States DESCRIPTION: This is our dry storage slip for our boat. Its listed in an LLC for asset protection purposes. Its generates no monthly revenue. GATEWAY INSURANCE, LLC POSITION: Part-Owner and Managing Member NATURE: Property and Casualty Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/26/2024 ADDRESS: 1930 E Main St, Humbolt TN 33843, United States DESCRIPTION: Overseeing the business finances 6100 Trail Blvd Suite 301, LLC Position: Owner Nature: Real Estate Building Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 9/15/2025 Address: 6100 Trail Blvd Suite 301 Naples, FL 34108 Description: Owner of the real estate property of 6100 Trail Blvd Suite 301

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-04-20
• S65 Uniform Investment Adviser Law Examination
  2020-08-31

Other Names

• Ronald Defreitas
• Ron E Defreitas
• Ron Englinton Defreitas