Adams Asset Advisors LLC

RIASEC Registered

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, owner-operated registered investment adviser organized as an LLC. The firm is SEC-registered, first registering in 2003, and focuses on fee-based portfolio management for individuals and small businesses. Its client base is primarily individual and family clients, and it charges advisory fees as a percentage of assets under management. The firm does not position itself as a capital allocator or pension consultant and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Laura Adams
Co-OwnerCRD 1518058
Steven Adams
MemberCRD 1777285

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 12

Active vs passive

$163M in ETFs

Passive

10%

$15.9M

Active

87%

$147M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF (JEPQ)	JP Morgan	Active	Derivative Income	$135M	2,205,299	83.07%

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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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