Robert L Fredeen

Employer firm

Ad Deum Funds, LLC CRD 293323

$1.24M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Periodicals / newsletters
• AFFILIATED INVESTMENT ANALYSIS AND INFORMATION PUBLISHED THROUGH THIRD-PARTY SUBSCRIPTION SERVICES.

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

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

Current Employers

Employment History

• 05/2024 → Present
  Ad Deum Funds Llc
  South Riding, VA
• 06/2016 → 02/2017
  Rillhurst Capital
  Mclean, VA
• 02/2017 → 01/2021
  Bull Run Financial Group
  Fairfax, VA
• 02/2021 → 06/2021
  Mark Trost Financial
  Manassas, VA
• 07/2021 → 05/2024
  Agm Institute
  Fairfax, VA

Previous Registrations

• 2013-12-05 → 2016-06-30
  Mml Investors Services, Llc
  Mclean, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-30
• S66 Uniform Combined State Law Examination
  2013-11-13

Other Names

• Robert Fredeen