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- Custodian
- Charles Schwab & Company · Hilltop Securities · Interactive Brokers · Merrill Lynch
- Clients
- Retail
- Platforms
- Ridge vitalNorth capital
- Established Date
- 11-17-2016
- Office Locations
- 1
Office Locations
About Adams Wealth Management
Adams Wealth Management is an Amarillo, TX investment management firm providing goals-based financial planning and portfolio management for individuals and families, including IRAs and trusts. Portfolios use a rules-based, quantitative trend approach across U.S. equities and sector/asset-class ETFs, with disciplined exits on unprofitable positions. Clients also get a centralized financial dashboard to integrate their financial life and track goals.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES W ADAMS
Chief Compliance Officer, Managing Member, Portfolio Manager
- CRD
- #5868493
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,571,862 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,571,862 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,571,862
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,013,407,857 | 23.9% |
| Public Funds | $1,157,574,665 | 27.3% |
| Equity - Exchange | $928,603,852 | 21.9% |
| Derivatives | $1,140,613,865 | 26.9% |
| Total | $4,240,200,239 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL OPTIMA | SUMMIT PATHWAY | 5HQ8G4OIM | UKR | 11.20% | $73,492,941 |
| ZENITH MATRIX | ATLAS LEGACY | FZ9P28A07 | BWF | 10.31% | $9,279,058 |
| DELTA ALPHA QUANTUM | HORIZON ALPHA | DWBGSDZ18 | FSLW | 2.85% | $3,200,937 |
| VECTOR MERIDIAN WAVE | BRIDGE TIMBER | 07VMKI9FX | GKB | 8.12% | $8,731,992 |
| PATHWAY SUMMIT | HARBOR VECTOR | KCP2JTEQB | ACRG | 11.77% | $80,892,247 |
| RADIAL QUANTUM VECTOR | RIDGE EMBER | N734USXSD | IXF | 2.30% | $71,568,089 |
| FUSION RADIAL | UNISON BEACON | BBTQ5ULMO | WTIL | 5.22% | $22,944,944 |
| RIDGE QUANTUM QUANTUM | EAGLE VERTEX | NF7GV2HK9 | TCYB | 6.27% | $16,705,891 |