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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Matrix beaconEagle frontier
- Established Date
- 07-24-2017
- Office Locations
- 2
Office Locations
About Adams Wealth Advisors
Adams Wealth Advisors is a Utah-based RIA that builds comprehensive “Adams Wealth Plan” wealth management programs that go beyond security selection to address broader financial needs. The team serves retail and institutional clients, with a focus on business owners and entrepreneurs, using active asset allocation across public funds and ETFs and accessing alternatives via platforms like iCapital. Custody is supported by firms including Schwab and Fidelity.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Tong Bai
Partner
- CRD
- #7186810
- Ownership
- Less than 5%
Scott Ellingson
Chief Compliance Officer, Chief Legal Officer, General Counsel, Secretary
- CRD
- --
- Ownership
- Less than 5%
Vital quantum
Delta meridian bridge
- CRD
- #74227
- Ownership
- 19.8%
Showing 2 of 7 owners & executives
Unlock allContacts
STEVEN CRAIG ADAMS
Chairman, Owner
- CRD
- #2627265
Braydon Barlow
Associate Wealth Advisor
- CRD
- #7551244
Element fusion
Unison vector ridge
- CRD
- #16990
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $565,770,135 | $225,766 |
| Non-Discretionary | $0 | -- |
| Total | $565,770,135 | $225,766 |
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Separately Managed Accounts
Total SMA Asset: $491,711,306
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $1,225,025,651 | 15.1% |
| Equity - Exchange | $2,320,247,260 | 28.6% |
| Cash | $1,728,016,316 | 21.3% |
| Derivatives | $2,839,463,429 | 35.0% |
| Total | $8,112,752,656 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA MERIDIAN | CAPITAL WAVE | L2NTILEC7 | ZIGLK | 9.71% | $75,193,855 |
| CATALYST PRIME | PEAK FRONTIER | LJS2P93VC | FOJIL | 8.98% | $28,138,934 |
| INSIGHT RIDGE TIMBER | ALPHA GLACIER | BJDNBO5PL | SJHH | 11.18% | $79,433,023 |
| FUSION VALUE | ELEMENT VECTOR | HR79V3F6R | XNJBR | 8.00% | $19,022,054 |
| BRIDGE OAK INSIGHT | BRIDGE WAVE | ZQ5VM4O8Z | JBH | 9.01% | $59,230,326 |
| PIONEER MOMENTUM VITAL | MERIDIAN MATRIX | GBSSD31G1 | KKZ | 8.18% | $80,038,104 |
| DELTA LEGACY SUMMIT | OAK SIGNAL | SJ9LQNH4H | KAXO | 5.69% | $73,444,745 |
| INSIGHT PATHWAY GLACIER | FUSION EAGLE | CH9GOSQQ9 | OUDP | 5.46% | $78,395,806 |