Adams Wealth Advisors

RIASEC RegisteredEst. 2017

Total AUM

$566M

Discretionary

$566M

100% of AUM

Avg account

$226K

Accounts

2,506

Employees

Advisory reps

Firm details

Headquarters: Logan, Utah
CRD number: 286087
Registered since: July 24, 2017
Website: adamswealthadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Commissions, Performance Based Fees
Client types: HNWI60.9%
Individuals24.84%
Pooled Investment Vehicles13.09%
Corporations / Businesses0.82%
Charitable Organizations0.31%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Adams Wealth Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 2017. The firm serves both individual/family and institutional clients and describes itself as a capital allocator — it combines advisory services with roles that include sponsor/GP and CPO/CTA activities and insurance brokerage. Its advisory offering spans financial planning, discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutions, plus educational seminars. Fee arrangements are varied: percentage of AUM, fixed fees, commissions and performance-based fees. The firm does not market itself as an ESG investor.