Adams Asset Advisors LLC

Adams Asset Advisors, LLC, based in Dallas, Texas, was established by Steven Adams in 2005. The firm specializes in providing investment management and supervisory services to individuals, investment companies, trusts, corporations, and institutional investors. With approximately $885 million in assets under management as of December 31, 2024, the firm offers tailored advisory services based on client input and preferences, allowing for restrictions on certain investments if desired. Adams, the sole investment officer, graduated from U.T. Austin and has extensive experience in the financial industry. For fee-based accounts, Adams Asset Advisors charges management fees quarterly in advance based on a tiered Fee Schedule, varying by asset size. Equities transactions are executed through Fidelity Investments at a commission rate of three cents per share, capped at $400 per trade. The firm uses fundamental and quantitative analysis, including proprietary models, to determine asset allocation and security selection strategies. Clients are informed that investments may underperform benchmark returns, potentially resulting in losses exceeding those benchmarks. The firm primarily serves high net worth individuals with assets typically over $20 million, but also accepts smaller clients interested in investing in recommended funds or ETFs. Adams Asset Advisors acts as a fiduciary, with discretionary authority to buy or sell securities aligned with pre-determined strategies discussed with clients. Clients receive quarterly reports and have access to account details through Advent software. The firm does not receive client referrals from Fidelity Investments and does not accept authority to vote client securities.