ADAMS ASHBY FINANCIAL ADVISORS
Firm details
- Headquarters
- SACRAMENTO, California
- CRD number
- 149683
- Registered since
- October 16, 2018
- Website
- www.afadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.65%
- Pension & Profit Sharing Plans0.85%
- Individuals0.41%
- Charitable Organizations0.08%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Adams Ashby Financial Advisors is a privately owned advisory corporation that registered with the SEC in 2018. The firm serves both individual and family clients as well as institutional investors, charging clients on a percentage-of-AUM basis. Its advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm is not an active ESG investor, is not designated as a multi-state adviser, and does not operate as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Cash & Cash Equivalents25%
- US Government Bonds11%
- Public Funds/Mutual Funds8%
Contacts
2 of 2JEFFREY ADAMS
Registered Investment AdvisorCRD 2712051
NINA ADAMS
Owner, Investment Advisor RepresentativeCRD 2163086
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$53.8M in ETFs
67%
$35.9M
0%
$17.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND (VYM) | Vanguard | $17.6M | 118,864 | 32.72% |
Location
SACRAMENTO, CA
SACRAMENTO
Location
SACRAMENTO, CA
Headquartered in SACRAMENTO, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- SACRAMENTO
- Address
- 3508 Cody Way
- Time zone
- PT (UTC-8)
- Office locations
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