Adkisson Capital, LLC

Adkisson Capital, LLC (CRD# 167767) is a financial advisory firm headquartered in , . They manage $15,000,000 in 20 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $750,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

AZ, MO, NC, TX

Financial Advisors at Adkisson Capital, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David A. Adkisson
CRD#: 5237983
Apex, NC
93
Wealthminder
score

David Adkisson (CRD# 5237983) is an Investment Advisor Representative working at Adkisson Capital, LLC in Apex, NC and has over 9 years of experience in the finance industry.

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