Adams Asset Advisors LLC

RIASEC RegisteredEst. 2003

Total AUM

$839M

Discretionary

$822M

98% of AUM

Avg account

$7.1M

Accounts

118

Employees

4

Advisory reps

2

Firm details

Headquarters: Dallas, Texas
CRD number: 120573
Registered since: February 7, 2003
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI100%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Adams Asset Advisors LLC is an independent, SEC-registered registered investment adviser that has been operating since 2003. Structured as an LLC and owned by an individual, the firm focuses on fee-based portfolio management for individual and family clients and small business portfolios. Its advisory model is typical of a traditional RIA: clients are charged a percentage of assets under management and the firm primarily manages discretionary relationships. Adams is not positioned as a multi-state adviser, a pension consultant, or a capital allocator, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities91%
Cash & Cash Equivalents6%
State & Local Bonds2%
US Government Bonds1%

Contacts

2 of 2

Steven Adams
MemberCRD 1777285
Laura Adams
Co-OwnerCRD 1518058

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 9

Active vs passive

$101M in ETFs

Passive

15%

$14.8M

Active

85%

$86.5M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF (JEPQ)	JP Morgan	Active	Derivative Income	$86.5M	1,408,060	85.39%

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Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area: Dallas-Fort Worth, TX-OK
Region: South
County: Dallas
Address: 10670 N Central Expy
Time zone: CT (UTC-6)
Office locations

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