Adams Ashby Financial Advisors
Firm details
- Headquarters
- Sacramento, California
- CRD number
- 149683
- Registered since
- October 16, 2018
- Website
- www.afadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.65%
- Pension & Profit Sharing Plans0.85%
- Individuals0.41%
- Charitable Organizations0.08%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Adams Ashby Financial Advisors is an independent, owner-operated registered investment adviser that began SEC registration in 2018. The firm charges clients on a percentage-of-assets-under-management basis and serves both individual/family clients and institutional entities. Its stated advisory services include portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator.
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%
- Cash & Cash Equivalents25%
- US Government Bonds11%
- Public Funds/Mutual Funds8%
Contacts
2 of 2
Jeffrey Adams
Registered Investment AdvisorCRD 2712051
Nina Adams
Owner, Investment Advisor RepresentativeCRD 2163086
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$62M in ETFs
69%
$43M
0%
$19M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND (VYM) | Vanguard | $18.8M | 118,854 | 30.30% |
Location
Sacramento, CA
Sacramento
Location
Sacramento, CA
Headquartered in Sacramento, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- Sacramento
- Address
- 3508 Cody Way
- Time zone
- PT (UTC-8)
- Office locations
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