Adams Wealth Advisors

RIASEC Registered
Total AUM
$566M
Discretionary
$566M
100% of AUM
Avg account
$226K
Accounts
2,506
Employees
18
Advisory reps
15

Firm details

Headquarters
Logan, Utah
CRD number
286087
Registered since
July 24, 2017
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Commissions, Performance Based Fees
Client types
  • HNWI60.9%
  • Individuals24.84%
  • Pooled Investment Vehicles13.09%
  • Corporations / Businesses0.82%
  • Charitable Organizations0.31%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Adams Wealth Advisors is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2017) and positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory offering spans financial planning, portfolio management for individuals, small businesses, pooled investment vehicles and institutions, plus educational seminars. The firm also conducts certain broker and commodity pool/CTA activities and operates as a sponsor or managing member of pooled investment vehicles. Fee arrangements include percentage-of-AUM, fixed fees, commissions and performance-based fees. Adams Wealth Advisors does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 80%, Exchange Traded Equities 10%, Cash & Cash Equivalents 9%, Derivatives 1%80%
  • US Government Bonds80%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents9%
  • Derivatives1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 92

Active vs passive

$520M in ETFs

Passive

77%

$403M

Active

11%

$118M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP ETF (SCHX)SchwabPassiveLarge Blend$64.9M2,205,83212.48%

Location

Primary office

Logan, UT

Cache

Location

Logan, UT

Headquartered in Logan, UT, in the West of the United States.

Region
West
County
Cache
Address
701 S Main St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth