Adamsbrown Wealth Consultants LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.1B
Discretionary
$970M
87% of AUM
Avg account
$223K
Accounts
5,018
Employees
22
Advisory reps
17

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

FINTRX

Overview

Adamsbrown Wealth Consultants LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm serves both individual and family clients as well as institutional clients, and describes itself as a capital allocator. Its fee arrangements include percentage-of-AUM, hourly charges, and fixed-fee engagements. Core advisory capabilities listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of other advisers. The firm also reports industry affiliations with a trust company and accounting professionals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 57%, Exchange Traded Equities 28%, Cash & Cash Equivalents 5%, US Government Bonds 3%, Investment Grade Corp Bonds 2%, Private Funds 2%, State & Local Bonds 1%, Derivatives 1%, Other 1%57%
  • Public Funds/Mutual Funds57%
  • Exchange Traded Equities28%
  • Cash & Cash Equivalents5%
  • US Government Bonds3%
  • Investment Grade Corp Bonds2%

Owners & executives

1 of 1
  • Brenda Bickle

    Brenda Bickle

    Chief Compliance OfficerCRD 5772465

Contacts

3 of 16
  • Justin Mitchell

    Justin Mitchell

    PrincipalCRD 4408109

  • Brian Staats

    Brian Staats

    PrincipalCRD 4413351

  • Steven Baumrucker

    Steven Baumrucker

    PrincipalCRD 4055316

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 246

Active vs passive

$1.1B in ETFs

Passive

35%

$373M

Active

45%

$687M

ETFProviderStyleCategoryValueShares% of portfolio
CAPITAL GROUP GROWTH ETF (CGGR)Capital GroupActiveLarge Growth$52.6M1,113,6004.96%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth