ADK WEALTH ADVISORY GROUP
Firm details
- Headquarters
- SAINT LOUIS, Missouri
- CRD number
- 175085
- Registered since
- June 9, 2015
- Website
- www.discoverindependence.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.49%
- Individuals18.38%
- Corporations / Businesses0.95%
- Charitable Organizations0.19%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
ADK Wealth Advisory Group is an independent registered investment adviser that has been SEC-registered since 2015 and is organized as an LLC under individual ownership. The firm provides financial planning and discretionary portfolio management for individuals, families and small businesses and also serves institutional clients. It operates as an insurance broker alongside its advisory work, offering annuity solutions in addition to investment management. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. ADK does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities5%
- Non-Investment Grade Corp Bonds5%
- Other4%
- Cash & Cash Equivalents3%
Contacts
3 of 5DONALD VAUGHT
Wealth AdvisoryCRD 4896175
DANIEL DAVIS
Co-Founder & PresidentCRD 1846079
CORY KRAFT
Co-Founder & PrincipalCRD 1914001
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 145Active vs passive
$632M in ETFs
83%
$527M
12%
$105M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $152M | 182,061 | 24.00% |
Location
SAINT LOUIS, MO
SAINT LOUIS
Location
SAINT LOUIS, MO
Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 12935 N 40 Dr
- Time zone
- CT (UTC-6)
- Office locations
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