ADK Wealth Advisory Group
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 175085
- Registered since
- June 9, 2015
- Website
- www.discoverindependence.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.49%
- Individuals18.38%
- Corporations / Businesses0.95%
- Charitable Organizations0.19%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
ADK Wealth Advisory Group is an independent, owner-operated LLC that provides financial planning and portfolio management primarily for individuals, families and small businesses, with some institutional clients as well. The firm registered with the SEC in 2015 and operates under a mix of fee arrangements — percentage of assets under management, hourly charges and fixed fees — while also acting as an insurance broker. ADK does not position itself as a capital allocator or as an ESG-focused adviser; its consulting scope is centered on traditional financial planning and discretionary portfolio management rather than pension consulting or multi-state advisory operations.
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
- Public Funds/Mutual Funds83%
- Exchange Traded Equities5%
- Non-Investment Grade Corp Bonds5%
- Other4%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 145Active vs passive
$491M in ETFs
78%
$384M
17%
$107M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK SEMICONDUCTOR ETF (SMH) | VanEck | Passive | Technology | $32.3M | 58,421 | 6.57% |
Location
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 12935 N 40 Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Tbg-Bedford Group LLC
RIASaint Louis, MO
Huntleigh Advisors, Inc.
RIASaint Louis, MO
Sunpointe Investments
RIASaint Louis, MO
Clayton Financial Group, LLC
RIASaint Louis, MO
Compass Group Equity Partners
RIASaint Louis, MO
Droms Strauss Wealth Management
RIASaint Louis, MO