ADB Capital Management, LLC
Firm details
- Headquarters
- White Salmon, Washington
- CRD number
- 155619
- Website
- adbcap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI62%
- Individuals38%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
ADB Capital Management, LLC is an independent registered investment adviser organized as an LLC that serves both high-net-worth individuals/families and institutional clients. The firm charges fees as a percentage of assets under management and focuses on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. It does not position itself as a capital allocator, does not identify as an active ESG investor, and is reported as not being a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
- Public Funds/Mutual Funds29%
- Investment Grade Corp Bonds12%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
1 of 1
Arthur Brunson
PresidentCRD 1582839
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
White Salmon, WA
Klickitat
Location
White Salmon, WA
Headquartered in White Salmon, WA, in the West of the United States.
- Region
- West
- County
- Klickitat
- Address
- 105 Sw Dogwood Ln
- Time zone
- PT (UTC-8)
- Office locations
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