$34.6M Total AUM
$34.6M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-16-2010
- Office Locations
- 1
Office Locations
403 Portway AVE Suite 300 Hood River OR
About ADB Capital Management, LLC
ADB Capital Management, LLC is an independent, fee-only wealth manager providing financial planning and portfolio management for individuals, plus retirement plan consulting for organizations seeking better plan outcomes. Portfolios are implemented primarily with ETFs and mutual funds, and the firm operates on Schwab and Fidelity/NFS custody platforms.
Team overview
60 AVG AGE
$34.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
15.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
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Owner & Executives
A
ARTHUR D BRUNSON
President
- CRD
- #1582839
- Ownership
- 75% or more
(311) 781-2951
insight.beacon@matrixcapital.com
in linkedin.com/in/value-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,626,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,626,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $34,626,000
Equity - Exchange:
9.3% Public Funds:
30.9% Corporate - Investment Grade:
14.6% Cash:
28.8% Municipal Bonds:
16.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $503,778,360 | 9.3% |
| Public Funds | $1,673,844,228 | 30.9% |
| Corporate - Investment Grade | $790,877,855 | 14.6% |
| Cash | $1,560,087,825 | 28.8% |
| Municipal Bonds | $888,383,345 | 16.4% |
| Total | $5,416,971,613 | 100.0% |