A
$1.1B Total AUM
$970.1M Disc. AUM
31.5% 3Y CAGR
22 Employees
1,943 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-07-2020
- Office Locations
- 7
Office Locations
10809 Executive Center Drive Suite 111 Little Rock AR
1520 Kansas Avenue Great Bend KS
358 N Main Street Suite 100 Wichita KS
About Adamsbrown Wealth Consultants LLC
Adamsbrown Wealth Consultants LLC is a Wichita-based RIA with 7 offices. The firm has been operating for 6 years. Managing $1.1B in total assets under management, with 17 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Charitable Giving, Financial Planning, Insurance.
Team overview
57 AVG AGE
$65.9M AVG AUM / ADVISOR
$577.0K AVG AUM / CLIENT
3.8 yrs AVG TENURE
22 Employees
17 Advisory Reps
17 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Radial foundation Unison vertex
Client Personas
Beacon
Investment Themes
Value momentum Vertex
Investment Vehicles
Legacy
Services
Unison Radial quantum North Momentum unison
Owner & Executives
B
BRENDA LEE BICKLE
Chief Compliance Officer
- CRD
- #5772465
- Ownership
- Less than 5%
(572) 636-1380
prime.momentum@beaconcapital.com
in linkedin.com/in/zenith-catalyst
JUSTIN TRENT MITCHELL
PARTNER, Principal, WEALTH CONSULTANT
- CRD
- #4408109
- Ownership
- Less than 5%
(462) 416-5824
ridge.optima@ridgecapital.com
in linkedin.com/in/fusion-atlas
F
Focus eagle
Peak catalyst
- CRD
- #70825
- Ownership
- 32.8%
(557) 432-3514
pioneer.meridian@unisoncapital.com
in linkedin.com/in/meridian-glacier
Showing 2 of 3 owners & executives
Unlock allContacts
S
STEVEN RAY BAUMRUCKER
Advisor
- CRD
- #4055316
(682) 615-1225
catalyst.vector@valuecapital.com
in linkedin.com/in/radial-ridge
Q
Quincey Thomas Bernard
Wealth Consultant
- CRD
- #7248228
(947) 223-2584
bridge.zenith@catalystcapital.com
in linkedin.com/in/eagle-peak
R
Radial pioneer
Horizon crest quantum
- CRD
- #26628
(713) 798-1032
peak.vector@zenithcapital.com
in linkedin.com/in/north-peak
Showing 2 of 17 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $970,080,432 | $196,651 |
| Non-Discretionary | $150,967,330 | $1,776,086 |
| Total | $1,121,047,762 | $223,405 |
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Separately Managed Accounts
Total SMA Asset: $1,121,047,762
Public Funds:
7.1% Equity - Exchange:
13.8% Cash:
15.9% U.S. Government/Agency:
12.8% Corporate - Investment Grade:
12.7% Private Funds:
13.9% Derivatives:
5.6% Other:
18.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $473,841,060 | 7.1% |
| Equity - Exchange | $920,986,848 | 13.8% |
| Cash | $1,061,137,021 | 15.9% |
| U.S. Government/Agency | $854,248,671 | 12.8% |
| Corporate - Investment Grade | $847,574,853 | 12.7% |
| Private Funds | $927,660,666 | 13.9% |
| Derivatives | $373,733,794 | 5.6% |
| Other | $1,214,634,829 | 18.2% |
| Total | $6,673,817,742 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER FOCUS | FRONTIER VITAL | QBBOJZGTW | MBGAI | 6.58% | $89,051,431 |
| BEACON RIDGE | ELEMENT ELEMENT | DCP0D1V90 | QMME | 5.71% | $114,970,695 |
| VERTEX EAGLE | RIDGE OAK | BRGQG1IG7 | SDQC | 0.94% | $108,892,484 |
| ATLAS DELTA ATLAS | EAGLE DELTA | LIU2OH6ZB | FLFG | 2.90% | $49,936,137 |
| SUMMIT ZENITH VERTEX | VITAL VALUE | A505W1FDA | PZAA | 8.01% | $8,262,243 |
| DELTA HORIZON | PRIME RIDGE | J3BCE1FLC | CDFL | 10.39% | $44,658,946 |
| BEACON PIONEER GLACIER | EAGLE TIMBER | LKAZWAA1H | TWVCG | 1.98% | $61,057,779 |
| ZENITH VECTOR BRIDGE | ALPHA ALPHA | GTR6O336L | PPD | 6.35% | $15,830,698 |