Adams Financial Concepts, LLC

RIASEC RegisteredEst. 2022

Total AUM

$78.5M

Discretionary

$71.1M

90% of AUM

Avg account

$695K

Accounts

113

Employees

Advisory reps

Firm details

Headquarters: Seattle, Washington
CRD number: 134545
Registered since: February 3, 2022
Website: adamsfinancialconcepts.com
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI86.64%
Pension & Profit Sharing Plans9.51%
Individuals3.85%
Services: Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Adams Financial Concepts, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2022. Ownership is held individually rather than by a parent firm. The firm serves both individual and family clients as well as institutional clients and bills on a percentage-of-AUM basis while also permitting performance-based fee arrangements. Its stated advisory activities include portfolio management for individuals and small businesses and it lists pension consulting services among its capabilities. The firm does not identify as an active ESG investor and is not presented as a capital allocator to third‑party managers.