RIA Intel›Advisers›Washington›ADAMS FINANCIAL CONCEPTS, LLC

ADAMS FINANCIAL CONCEPTS, LLC

Advisory

N·SEATTLE, WA

Data as of Aug 13, 2024 · Source: SEC Form ADV

Total AUM

$60M

1-Year AUM Growth

+20.4%

3-Year CAGR

-16.2%

Employees

2

Assets Under Management

Total AUM$60M

Discretionary AUM$57M

Non-Discretionary AUM$3M

Discretionary %94.9%

Total Clients—

Team

Total Employees2

Investment Advisers4

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record14

First FilingJul 25, 2007

Latest FilingAug 13, 2024

🔒 Full AUM trend chart and 14 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ADAMS FINANCIAL CONCEPTS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.