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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2022
- Office Locations
- 1
Office Locations
About Second 50 Financial
Second 50 Financial is a boutique wealth management firm built for successful individuals and families in their “second 50” years. It combines personalized financial planning with integrated investment management focused on income, tax, and risk needs, emphasizing customized portfolios over product sales. The team highlights access to select hard-to-access opportunities, including private equity and digital infrastructure themes. Custodied at Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KATHLEEN ANN ADAMS
Financial Advisor, General Partner
- CRD
- #3266692
- Ownership
- 50% but less than 75%
DAVID HUGH SWIFT
Chief Compliance Officer, FOUNDER, President, PRINCIPAL
- CRD
- #5708601
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $341,645,342 | $686,035 |
| Non-Discretionary | $0 | -- |
| Total | $341,645,342 | $686,035 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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