ADC WEALTH MANAGEMENT, LLC

Overview

ADC Wealth Management, LLC is an independent registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses. Founded and SEC-registered in 2012, the firm is owned by an individual and operates a fee model that combines a percentage-of-AUM charge with fixed fees for some services. ADC emphasizes equity-oriented portfolios: exchange-traded equities are the largest single asset class on its books and the firm lists equities as its stated preference. The adviser does not identify as an active ESG investor and is not structured as a capital allocator, so it sources external managers and products rather than running proprietary pooled funds. Service-wise, ADC focuses on individualized planning and discretionary/non-discretionary portfolio oversight for client households and small institutional relationships. Its advisory activity is centered on tailored planning and portfolio implementation rather than large-scale institutional consulting or pension advisory work.

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