ADAMS FINANCIAL CONCEPTS, LLC
ADAMS FINANCIAL CONCEPTS, LLC of SEATTLE, WA is an SEC-registered investment adviser (CRD 134545). Regulatory assets under management: $78.5M. This firm reports disciplinary history on Form ADV.
Registration
- CRD: 134545
- SEC file number: 801-122916
- Type: Registered investment adviser
- Location: 1001 FOURTH AVENUE, SEATTLE, WA, 98154
- Phone: 206-903-1019
- Latest filing: 2026-07-07
- Regulatory AUM: $78.5M
- Discretionary AUM: $71.1M
- Non-discretionary AUM: $7.5M
- Clients: 3
- Accounts: 113
Business model
Compensation: % of AUM, Performance.
Clients served: High net worth, Pensions.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| ADAMS JR J MICHAEL | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
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