ADK Wealth Advisory Group

Overview

ADK Wealth Advisory Group is an independent, SEC-registered RIA organized as an LLC and owned by an individual. The firm provides financial planning and discretionary portfolio management for individuals, families and small-business owners, and also serves institutional clients. Compensation mixes include percentage-of-AUM billing alongside hourly and fixed-fee engagements. ADK also operates as an insurance broker, which ties into its use of annuity products. Investment activity is oriented toward public funds and mutual funds rather than bespoke private-asset management: the firm does not identify as an active ESG investor and does not act as a capital allocator to proprietary alternative strategies. Advisory services emphasize traditional wealth management and planning rather than pension consulting or related-adviser structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices