Adamsbrown Wealth Consultants LLC
Firm details
- Headquarters
- Wichita, Kansas
- CRD number
- 308410
- Registered since
- May 7, 2020
- Website
- www.adamsbrownwc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI53.66%
- Individuals29.28%
- Pension & Profit Sharing Plans14%
- Corporations / Businesses2.49%
- Charitable Organizations0.59%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Adamsbrown Wealth Consultants LLC is an independent, SEC-registered registered investment adviser organized as an LLC and first registered in 2020. The firm positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory menu includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and selection of other advisers. Fee arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. The firm reports relationships with trust companies and accountants as industry affiliations and does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds57%
- Exchange Traded Equities28%
- Cash & Cash Equivalents5%
- US Government Bonds3%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1
Brenda Bickle
Chief Compliance OfficerCRD 5772465
Contacts
3 of 16
Quincey Bernard
Wealth ConsultantCRD 7248228
Jeffrey A Smith
Wealth ConsultantCRD 4836573
Grover Musser
Wealth ConsultantCRD 2143969
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 128Active vs passive
$569M in ETFs
34%
$196M
48%
$373M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETF (CGGR) | American Funds | Active | Large Growth | $52.6M | 1,113,600 | 9.24% |
Location
Wichita, KS
Sedgwick
Location
Wichita, KS
Headquartered in Wichita, KS, anchoring the Wichita-Winfield, KS metro in the Midwest.
- Metro area
- Wichita-Winfield, KS
- Region
- Midwest
- County
- Sedgwick
- Address
- 358 N Main St
- Time zone
- CT (UTC-6)
- Office locations
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