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- Custodian
- Axos · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Peak eagleLegacy +more
- Established Date
- 04-05-2012
- Office Locations
- 1
Office Locations
About ADC Wealth Management, LLC
ADC Wealth Management, LLC is a fee-only independent RIA providing fiduciary investment management and an integrated, “personal CFO” style advisory relationship for families and businesses nationwide. Portfolios emphasize customized allocation using ETFs alongside fixed income and funds. Clients work directly with founder/CEO Douglas Castro, and the firm avoids sales commissions and proprietary products.
Team overview
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Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DOUGLAS CASTRO
Financial Consultant, Managing Member
- CRD
- #2263200
- Ownership
- 75% or more
PAULA ALEXANDRA OLIVERAS
Chief Compliance Officer, Financial Planner
- CRD
- #6093745
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $206,122,106 | $920,188 |
| Total | $206,122,106 | $920,188 |
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Separately Managed Accounts
Total SMA Asset: $206,122,106
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $639,876,478 | 21.6% |
| Public Funds | $805,770,379 | 27.2% |
| Cash | $447,321,056 | 15.1% |
| U.S. Government/Agency | $251,803,244 | 8.5% |
| Corporate - Investment Grade | $213,292,159 | 7.2% |
| Municipal Bonds | $604,327,784 | 20.4% |
| Total | $2,962,391,100 | 100.0% |