Adams Wealth Advisors

Adams Wealth Management, LLC is a financial advisory firm founded in November 2016 by S. Craig Adams, offering wealth management services such as portfolio management, financial planning, and estate planning. The firm specializes in quantitative, fundamental, and economic analysis to determine investment models aligned with clients' goals. AWM may perform functions without client approval, such as buying or selling securities. The firm manages assets totaling $709,063,570 as of December 31, 2024, on a discretionary basis. AWM charges a management fee of 2.5% per annum for its wealth management services, billed quarterly based on the account's market value. Clients may impose restrictions on investing in certain securities. The firm also offers employer-sponsored retirement plan advisory services and acts as a sub-advisor to other advisers. AWM may allocate client funds to private funds managed by the firm or its affiliates, subject to negotiation. The firm's investment strategies include long-term purchases, short-term purchases, income & growth, balanced, protected growth, aggressive growth, dividend equity, and opportunistic equity. AWM utilizes fundamental, cyclical, economic, and quantitative analysis in its investment decisions. Clients are informed about various risks associated with investing, such as interest-rate risk, market risk, inflation risk, and liquidity risk. AWM has a Code of Ethics emphasizing honesty, ethical behavior, and compliance with laws. The firm participates in institutional advisor programs offered by Charles Schwab & Co., Fidelity, Interactive Brokers, and ICapital Securities, receiving benefits such as research tools and consulting services. AWM reviews client accounts periodically and does not vote on client securities proxies. The firm's financial condition is stable, with no bankruptcy petitions in the last 10 years.