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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- UnisonEmber momentum
- Established Date
- 04-07-2009
- Office Locations
- 1
Office Locations
About Adams Ashby Financial Advisors
Adams Ashby Financial Advisors is a Sacramento, CA fee-only RIA providing objective financial planning and portfolio management to help clients build, manage, grow, and protect wealth through life transitions. The firm serves retail and institutional relationships, with a focus on ETF- and index-based portfolios and planning needs such as insurance and business succession, and primarily custodies with Charles Schwab.
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Owner & Executives
JEFFREY SHERBURNE ADAMS
Advisor, Chief Compliance Officer, President
- CRD
- #2712051
- Ownership
- 75% or more
NINA ENGINEER ADAMS
Investment Adviser Representative, Owner
- CRD
- #2163086
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $479,422,153 | $4,842,648 |
| Non-Discretionary | $395,461 | $131,820 |
| Total | $479,817,614 | $4,704,094 |
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Separately Managed Accounts
Total SMA Asset: $479,817,614
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $427,546,809 | 9.9% |
| Cash | $924,192,091 | 21.4% |
| U.S. Government/Agency | $889,642,854 | 20.6% |
| Public Funds | $2,077,272,879 | 48.1% |
| Total | $4,318,654,633 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST PEAK | ALPHA VITAL | AXN0SQDXZ | LWUA | 3.78% | $83,574,471 |
| BEACON VECTOR HORIZON | FOUNDATION MERIDIAN | 4J8LP70T8 | QXF | 9.97% | $29,773,512 |
| RIDGE CATALYST ALPHA | ELEMENT VALUE | 6BWINVGBY | PSQ | 7.83% | $100,652,735 |
| INSIGHT PRIME | OAK RIDGE | HV9407VTI | OXB | 5.98% | $13,639,731 |
| PATHWAY FUSION | FOUNDATION FUSION | W4O5USARJ | ZDV | 7.25% | $25,584,092 |
| VITAL HORIZON MATRIX | GLACIER ALPHA | EKYC8G95J | GDSI | 2.76% | $18,555,673 |
| FRONTIER INSIGHT | QUANTUM OAK | PPSAYK7NA | IRBQD | 8.16% | $114,379,423 |
| MOMENTUM PATHWAY | TIMBER VERTEX | 37CCG0W98 | TYVSJ | 6.47% | $31,680,686 |