Adams Financial Concepts LLC

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Assets, Funds, Holdings

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Adams Financial Concepts LLC
CRD #134545
SEC #801-122916
CIK #
AUM $60.4 MM (2024-08-13)
Employees 4 (50% Investors, 0% Brokers)
Phone206-903-1019
Address1001 Fourth Avenue
Seattle, WA 98154
Source [IAPD] [Website]
Total AUM ($MM)
1108866442202007201320192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 44 5.6
(b) Individuals (high net worth individuals) 118 50.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 4 4.5
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 170 60.4
By Discretionary
Discretionary 166 57.4
Non-Discretionary 4 3.1
Total 170 60.4
By Non-United States Persons
Non-United States Persons 0.2
United States Persons 60.2
Total 170 60.4
Comparable Firms State AUM ($BB)
Vincere Wealth Management LLC
IN 0.1
Great Northern Asset Management Inc
FL 0.1
Senior Tax Advisory Group Inc
CO 0.1
Wright Private Asset Management LLC
CT 0.1
Empiric Advisors Inc
TX 0.1
FNZ Advisers LLC
NY 0.1
Financial Planning Associates LLC
NY 0.1
Seymour Asset Management LLC
NY 0.1
Portfolio Strategies Inc
WA 0.1
CIRO Capital LLC
NJ 0.1
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