Adams Advisory Services, LLC

Adams Advisory Services is an independent, single‑advisor registered investment adviser that serves individuals, high‑net‑worth clients, trusts and estates, pension and profit‑sharing plans, corporations and other institutional clients. It offers portfolio management, comprehensive investment advisory services, referrals to third‑party money managers, and standalone financial planning and consulting engagements.

The firm tailors portfolios using individual stocks, bonds, ETFs, options, mutual funds and alternative investments and employs a mix of analytical approaches — including fundamental, technical, quantitative, sector analysis and duration management — to inform asset allocation and security selection. It may engage third‑party sub‑advisors, performs due diligence and ongoing reviews of those managers, and monitors client accounts (with discretionary authority where agreed) on at least an annual basis.

Noteworthy aspects for a newly formed, solo independent adviser include an explicit capability to provide portfolio management to institutional clients such as pension plans and corporations, and a broader set of corporate and tax‑related consulting services (e.g., cost segregation and corporate‑structure advice) than is typical for firms of this size. The brochure also discloses that representatives sell insurance products and that a material portion of the firm’s revenue may come from commissions, which the firm identifies as a potential conflict addressed through its fiduciary duty and Code of Ethics.