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Brian Jeffrey Adcock

Advisor at RollingWave Capital — Atlantic Beach, FL

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Atlantic Beach, FL

RollingWave Capital logo

RollingWave Capital

Independent

Total advisors

1

Across 2 offices

Clients per advisor

67 Very High

Avg AUM per client

$313,433 Low

HNW client ratio

40% High

About

Brian Adcock is a financial advisor at RollingWave Capital in Atlantic Beach, FL. He holds the Series 65 designation and has one year of industry experience. Prior to joining RollingWave Capital, he worked for Medline Industries for 26 years and was retired for one year. RollingWave Capital is an independent advisory firm serving primarily individual and some corporate clients, managing about $21 million across roughly 67 accounts. The firm provides discretionary portfolio management using a range of active strategies and develops client-specific investment policies based on goals, risk tolerance, and time horizon.

Client services

Based on RollingWave Capital

Portfolio management

Expertise

Based on RollingWave Capital

Active portfolio management Options & derivatives strategies

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Fee options

Percentage

$250,000 - $499,999: 2.00% $500,000 - $749,999: 1.75% $750,000 - $999,999: 1.50% $1,000,000+: 1.00%

Other

Account minimum: $250,000 (typically required, may be negotiable) Fee-only: Investment advisory fees charged as percentage of AUM; no commissions

Location

See office

Atlantic Beach, FL

Atlantic Beach FL

Advisors at this office

1

Most active in

Florida

Work history

< 1 year of industry experience

RollingWave Capital

2026 - Present • 1 year

Palm Beach Gardens, FL

Retired

2025 - 2026 • 1 year

Atlantic Beach, FL

Medline Industries

1998 - 2024 • 26 years

Northfield, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jake S

CFP®

Jacksonville, FL

Spark Wealth Advisors

Hey! I'm Jake, Financial Planner and co-founder of Spark Wealth Advisors. I started Spark to deliver financial advice the best way I know how, free from constraints and biases that come with working for large corporate firms. As a gay man, I strive to enhance the financial lives of other gay men who may be hesitant to work with a financial professional out of fear of judgement, or not being comfortable sharing aspects of their personal lives that true financial planning requires. My firm is fee-only and I act as a fiduciary, always putting clients' interests before my own.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Tax strategies for small businesses Retired LGBTQIA Baby Boomers (Born 1946-1964)

Kevin B

CFP®

Jacksonville, FL

HCP Wealth Planning, LLC

Do you plan to make work optional before age 65? I will use my tools and expertise to educate and empower you to be your own retirement hero, rather than try to convince you that you need to pay me or any other advisor year after year. While I provide investment advice, I do not offer ongoing portfolio management as a service and my only objective is to give you the best advice possible. My planning engagements typically consist of three to four meetings and span one to three months. We will work together to create a detailed plan for early retirement that doesn't ignore what you need to feel fulfilled in the present. You will be given free ongoing access to my planning software upon completion of our engagement and I will teach you how to navigate it. Visit my website today to learn more and don't forget when you are there to sign up to receive my free guide, The Top 10 Critical Mistakes People Make When They Plan To Retire Early.

General retirement planning FIRE (Financial Independence Retire Early)
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Robert L

CFP®, Series 63, Series 65

Atlantic Beach, FL

Financial Prescriptions, LLC

Robert Liggero is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Financial Prescriptions, LLC since 2012. Prior to and alongside his financial advisory role, he has worked as a physician assistant in a pediatric ICU at Baptist Medical Center since 1990. Financial Prescriptions serves individual and high-net-worth clients with comprehensive financial planning and consulting, coordinating investment management through third-party institutional managers. The firm employs a structured, multi-phase planning process and combines fundamental and technical analysis with both active and passive investment strategies.

Active portfolio management
user avatar

Mario P

CFP®, Series 66

Jacksonville, FL

Toams Financial

Mario Payne is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Toams Financial. Prior to founding Toams Financial in 2019, he worked for Raymond James Financial Services from 2013 to 2019. Outside of advisory services, Mr. Payne is an Independent Insurance Agent and holds minority ownership stakes in several technology and real estate platforms, including Let Bob LLC, a software app focused on investment strategies and trading automation. He is also the author of the book *The Relax Estate - The Relax Investor*. Toams Financial provides discretionary investment management and financial planning to individual and high-net-worth clients, using a mix of fundamental, technical, cyclical, behavioral, and charting analysis in a primarily long-term investment approach. The firm integrates AI-driven products such as the Let Bob AI Powered Momentum ETF (LETB) into client portfolios and manages a notably high client load for a single-advisor practice.

ESG / Sustainable investing
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Grysko J

Series 65

Jacksonville Beach, FL

Ascend Wealth Advisors, LLC

James Grysko is a financial advisor at Ascend Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Swindell Bohn Durden & Phillips PL and PGA TOUR, Inc. Ascend Wealth Advisors provides investment supervisory services primarily to institutional and pooled-plan clients, employing a value-driven, fundamental investment approach that emphasizes companies with strong balance sheets, steady earnings, and dividend histories. The firm also offers investor education seminars and operates under an affiliation with a public accounting firm and a third-party money manager through a fee-sharing arrangement.

Active portfolio management Options & derivatives strategies Founder/Business Owner Retired
user avatar

Ulrike B

CFP®

Ponte Vedra Beach, FL

Sapphire Wealth Consulting, Inc.

Ulrike Bittenbinder is a CFP® professional with nine years of industry experience. She has worked at Sapphire Wealth Consulting, Inc. since 2016, with a brief period at Ken Zahn / University of North Florida from 2017 to 2021, and also has experience with Paul A Moir M.D. P.A. from 2012 to 2021. Sapphire Wealth Consulting, Inc. provides investment management, financial planning, and retirement consulting services to individuals, families, high-net-worth clients, and employer-sponsored retirement plans. The firm emphasizes client-specific policy construction and strategic asset allocation, managing both discretionary and non-discretionary accounts with a range of instruments including equities, fixed income, ETFs, private equity, and private credit.

Private / alternative investments Real estate investing Options & derivatives strategies ESG / Sustainable investing
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