MIKE ADAMS FINANCIAL ADVISORS, INC.

Overview

Mike Adams Financial Advisors, Inc. is a small, independent registered investment adviser organized as a corporation that provides financial planning and portfolio management for individuals, small businesses and institutions. The firm operates on a hybrid fee model—charging a percentage of assets under management and offering hourly engagement options—which suggests flexibility in working with both ongoing clients and project-based planning relationships. Investment activity centers on equities exposure delivered primarily through exchange-traded instruments, and the firm does not identify as an active ESG investor. Advisory services emphasize tailored planning and discretionary portfolio management. Given the firm’s size and client mix, managers appear to favor liquid, transparent instruments that can be implemented efficiently through a custodial platform while retaining the ability to allocate to third-party alternative managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices