A complete list of active advisors currently associated with Adam Capital

Warmer can help you find a great advisor at Adam Capital or one who fits your needs even better.

Adam Capital provides investment advisory services to individuals and to private investment funds, offering discretionary portfolio management and a limited partnership private investment vehicle. Like many independent advisers, it charges asset‑based fees and requires a minimum account size (the brochure states a $100,000 minimum), with private fund investments generally limited to accredited or institutional investors. The firm’s portfolio management is tailored and primarily discretionary, employing equities, ETFs and investment company securities while using charting, fundamental, tactical and cyclical analysis and periodic rebalancing. Adam Capital also advises and manages pooled vehicles and describes a private limited partnership product as part of its offerings, with ongoing monitoring and account reviews. Distinctive for a single‑advisor firm, Adam Capital sponsors and serves as general partner of a private investment partnership and accepts performance‑based fees for qualified investors, using a high‑water mark and a CPI+3 hurdle with a 20% share of profits when the hurdle is exceeded. The brochure discloses related‑party activity and the owner’s personal private company investments, which the firm notes are disclosed and managed as potential conflicts of interest.

To learn more about the advisors currently working at Adam Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Adam Duong	Atlanta, GA	8

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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