CRD: 306300
Adair Financial Private Client Group
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- Custodian
- Assetmark · Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-09-2020
- Office Locations
- 1
Office Locations
About Adair Financial Private Client Group
Adair Financial Group is a holistic wealth management firm founded in 2004, delivering customized planning that integrates investments with tax reduction, insurance, asset protection, and estate transition work in collaboration with clients’ attorneys and CPAs. Serves families and business owners with diversified portfolios including ETFs and fixed income. Led by Brian Adair, an MDRT Top of the Table member.
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Investment Themes
Investment Vehicles
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Owner & Executives
JASON ALEXANDER DRIVER
Chief Compliance Officer, FOUNDER, Managing Member
- CRD
- #2170819
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,045,936 | -- |
| Non-Discretionary | $0 | -- |
| Total | $79,045,936 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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