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- Custodian
- Interactive Brokers · T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- HorizonVector +more
- Established Date
- 08-05-2005
- Office Locations
- 1
Office Locations
About Adams Financial Concepts, LLC
Adams Financial Concepts, LLC is a Seattle-based RIA offering portfolio construction and financial planning, including managed growth accounts and incentive profit-sharing strategies. The firm’s stated objective is to beat the S&P 500 over a 10-year horizon, using concentrated equity portfolios (typically 8–12 securities) and, in certain accounts, long/short positioning. Minimums start at $100k; some offerings have accredited/HNW eligibility requirements.
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Owner & Executives
ALEXANDER MICHAEL ADAMS
Chief Compliance Officer, Managing Member
- CRD
- #1492147
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,057,810 | $345,586 |
| Non-Discretionary | $7,469,552 | $764,796 |
| Total | $78,527,362 | $355,450 |
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Separately Managed Accounts
Total SMA Asset: $78,527,362
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $861,919,840 | 21.2% |
| Cash | $1,589,672,913 | 39.1% |
| Municipal Bonds | $1,614,066,870 | 39.7% |
| Total | $4,065,659,623 | 100.0% |