CRD: 144745
HOT Springs Asset Management, Inc.
HOT Springs Village, AR, 71909
5019844150
$17.8M Total AUM
$17.8M Disc. AUM
-- 3Y CAGR
2 Employees
102 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-07-2008
- Office Locations
- 1
Office Locations
110 LA Plaza W Suite E HOT Springs Village AR
About HOT Springs Asset Management, Inc.
HOT Springs Asset Management, Inc. is a HOT Springs Village-based RIA. The firm has been operating for 18 years. Managing $17.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$17.8M AVG AUM / ADVISOR
$174.2K AVG AUM / CLIENT
14.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
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Asset Classes
Momentum Harbor capital
Investment Themes
Radial optima Beacon vital
Investment Vehicles
Ember Oak
Services
Alpha delta Matrix Meridian Optima unison Bridge alpha
Owner & Executives
D
DAVID CHARLES ADAMS
Owner, President
- CRD
- #2590554
- Ownership
- 75% or more
(426) 521-6221
meridian.quantum@wavecapital.com
in linkedin.com/in/element-pathway
J
JUDY CATHRYN ADAMS
Chief Compliance Officer
- CRD
- --
- Ownership
- 10% but less than 25%
(290) 988-5788
vital.frontier@horizoncapital.com
in linkedin.com/in/vital-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,770,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,770,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,770,000
Equity - Exchange:
12.3% Cash:
17.4% Corporate - Investment Grade:
23.8% Municipal Bonds:
21.4% U.S. Government/Agency:
25.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $265,251,462 | 12.3% |
| Cash | $375,233,776 | 17.4% |
| Corporate - Investment Grade | $513,250,797 | 23.8% |
| Municipal Bonds | $461,494,414 | 21.4% |
| U.S. Government/Agency | $541,285,505 | 25.1% |
| Total | $2,156,515,954 | 100.0% |