Adams Wealth Advisors

Overview

Adams Wealth Advisors operates as an independent registered investment adviser organized as an LLC and registered with the SEC in 2017. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator that mixes traditional advisory services with sponsor roles in pooled vehicles. Its fee arrangements are flexible — the firm charges asset-based fees, fixed fees, commissions and can take performance-based fees in some engagements. Service lines include financial planning, portfolio management for individuals, small businesses and pooled investment vehicles, educational workshops, and intermediary roles such as CPO/CTA and insurance brokerage. The firm is not an active ESG investor and does not describe itself as a multi-state adviser. It engages in sponsor or general partner activities for pooled vehicles, which aligns with its private fund activity and classification as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives