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ADAMS FINANCIAL CONCEPTS, LLC
CRD 134545 · SEC 801-122916
1001 FOURTH AVENUE, SUITE 4330, SEATTLE, WA, 98154, United States
Phone
206-903-1019
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$78.5M
Discretionary AUM
$71.1M
Team
3 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
Yes
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $3.0M |
| High net worth individuals | 76 | $68.0M |
| Pension/profit sharing plans | 3 | $7.5M |
All web addresses on file
Official SEC filing: View on IAPD