ADB Capital Management, LLC

RIASEC Registered
Total AUM
$34.6M
Discretionary
$34.6M
100% of AUM
Avg account
$1.1M
Accounts
32
Employees
1
Advisory reps
1

Firm details

Headquarters
Hood River, Oregon
CRD number
155619
Website
adbcap.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI62%
  • Individuals38%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

ADB Capital Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Core advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm signals a clear tilt toward traditional equity portfolios rather than ESG-focused strategies; it is not identified as an active ESG investor and does not act as a capital allocator. Its business model is small-scale and client-focused rather than product-centric or institutional allocator-driven.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 56%, Public Funds/Mutual Funds 29%, Investment Grade Corp Bonds 12%, Cash & Cash Equivalents 2%, State & Local Bonds 1%56%
  • Exchange Traded Equities56%
  • Public Funds/Mutual Funds29%
  • Investment Grade Corp Bonds12%
  • Cash & Cash Equivalents2%
  • State & Local Bonds1%

Contacts

1 of 1
  • Arthur Brunson

    Arthur Brunson

    PresidentCRD 1582839

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Hood River, OR

Hood River

Location

Hood River, OR

Headquartered in Hood River, OR, in the West of the United States.

Region
West
County
Hood River
Address
403 Portway Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth