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, individually owned registered investment adviser that provides financial planning and discretionary portfolio management primarily for individuals, families and small businesses. The firm also operates as an insurance broker and offers multiple billing approaches — percentage of assets under management, hourly rates and fixed fees. Its client base includes both private clients and institutional relationships. ADK does not identify 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 5
Donald Vaught
Wealth AdvisoryCRD 4896175
Samuel Miller
Financial Wealth AdvisorCRD 5370097
John Sinak
Founder & Managing DirectorCRD 3006757
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 154Active vs passive
$508M in ETFs
78%
$394M
18%
$114M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK SEMICONDUCTOR ETF (SMH) | VanEck | Passive | Technology | $35.5M | 60,208 | 6.99% |
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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