CRD: 120573
Adams Asset Advisors LLC
Dallas, TX, 75231
2143607410
$839.4M Total AUM
$821.8M Disc. AUM
0.5% 3Y CAGR
4 Employees
118 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Goldman Sachs · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-25-2002
- Office Locations
- 1
Office Locations
10670 N Central Expwy #470 Dallas TX
About Adams Asset Advisors LLC
Adams Asset Advisors LLC is a Dallas-based RIA. The firm has been operating for 24 years. Managing $839.4M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Goldman Sachs. Services offered include Portfolio Construction.
Team overview
66 AVG AGE
$839.4M AVG AUM / ADVISOR
$7.1M AVG AUM / CLIENT
22.7 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
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Asset Classes
Beacon
Client Personas
Oak horizon
Investment Themes
Ember quantum
Investment Vehicles
Foundation vertex
Services
Harbor zenith
Owner & Executives
S
STEVEN ADAMS MR.
Chief Compliance Officer, Managing Member, Owner
- CRD
- #1777285
- Ownership
- 50% but less than 75%
(728) 594-8496
vertex.summit@embercapital.com
in linkedin.com/in/foundation-fusion
LAURA S ADAMS
Chief Human Resources Officer
- CRD
- #1518058
- Ownership
- 25% but less than 50%
(532) 427-7650
delta.radial@catalystcapital.com
in linkedin.com/in/pioneer-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $821,825,691 | $7,753,073 |
| Non-Discretionary | $17,603,270 | $1,466,939 |
| Total | $839,428,961 | $7,113,805 |
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Separately Managed Accounts
Total SMA Asset: $839,428,961
Equity - Exchange:
43.6% Cash:
13.7% Municipal Bonds:
19.3% U.S. Government/Agency:
23.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,326,120,430 | 43.6% |
| Cash | $730,913,988 | 13.7% |
| Municipal Bonds | $1,029,681,750 | 19.3% |
| U.S. Government/Agency | $1,248,422,433 | 23.4% |
| Total | $5,335,138,601 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER INSIGHT TIMBER | MOMENTUM VECTOR | NUAAIHRIO | AZT | 8.83% | $52,771,079 |
| SUMMIT FOUNDATION | GLACIER BEACON | K6T9A7RIS | VRWNF | 7.19% | $77,578,309 |
| SUMMIT RADIAL | PRIME BEACON | Y5ZV4MLOO | OEJZ | 1.56% | $19,191,009 |
| VECTOR MOMENTUM CREST | VALUE CAPITAL | SFDHSRM0G | NSMH | 1.39% | $45,098,266 |
| MATRIX SUMMIT | CREST RIDGE | JTK1DJU5Y | SQJBR | 7.43% | $115,470,159 |
| DELTA PEAK | HARBOR VERTEX | 2TMXV5VBT | ZXVS | 7.58% | $95,931,156 |
| FRONTIER VECTOR | CREST PATHWAY | 2C4973RJ1 | OQKC | 5.74% | $52,646,545 |
| DELTA GLACIER VERTEX | PRIME CAPITAL | V73WJ8S6D | HYCA | 6.45% | $119,370,658 |