Adams Asset Advisors LLC

Adams Asset Advisors LLC (CRD# 120573) is a financial advisory firm headquartered in Dallas, TX. They manage $722,196,905 in 155 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    722
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $4,659,335
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Adams Asset Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Laura S. Adams
CRD#: 1518058
Dallas, TX
93
Wealthminder
score

Laura Adams (CRD# 1518058) is an Investment Advisor Representative working at Adams Asset Advisors LLC in Dallas, TX and has over 15 years of experience in the finance industry.

2
Steven Adams
CRD#: 1777285
8150 N. Central Expwy Ste #101, Dallas, TX 75206
93
Wealthminder
score

Steven Adams (CRD# 1777285) is an Investment Advisor Representative working at Adams Asset Advisors LLC in Dallas, TX and has over 29 years of experience in the finance industry.

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