Adams Asset Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Adams Asset Advisors provides discretionary investment management and supervisory services to individuals, trusts, corporations, investment companies and other institutional investors, with the bulk of its assets coming from very high net worth clients (typically over $20 million in net worth). The firm generally does not accept new relationships unless there is potential to manage that level of assets and will accept smaller clients only if they are willing to invest in recommended ETFs rather than a portfolio of individual securities.
The firm’s sole investment officer makes all discretionary investment decisions and tailors asset allocation and specific security selections to each client’s objectives and constraints. Investment methods include both fundamental and quantitative analysis — including proprietary mathematical models — and may involve long and short positions, trading and short sales as part of portfolio implementation.
The firm is effectively a solo-managed, family-owned advisor overseeing roughly $850 million in client assets, a relatively large amount of assets per advisor compared with peers. It relies on Fidelity as its primary broker/custodian and a soft-dollar arrangement to fund Advent research (Advent costs are paid partly via credits), will serve as GP for family partnerships only under strict conditions, and does not routinely accept authority to vote client proxies.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% annually for equities $1,000,000 - $5,000,000: 1.00% annually for equities $5,000,000+: 0.75% annually for equities $0 - $1,000,000: 0.40% annually for fixed income $1,000,000 - $5,000,000: 0.30% annually for fixed income $5,000,000+: 0.20% annually for fixed income
Account minimum: $20,000,000 net worth typically; smaller clients accepted for ETF strategy
Main office
10670 N Central Expwy #470
Dallas TX 75231
Advisors at this office
2
Most active in
Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Steven A
Series 63, Series 65
Dallas, TX
Adams Asset Advisors LLC
Steven Adams is the sole advisor at Adams Asset Advisors LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led his firm since its founding in 2005. Adams Asset Advisors provides discretionary investment management and supervisory services primarily to very high net worth individuals and institutional clients. The firm utilizes both fundamental and quantitative analysis, including proprietary models, to tailor investment decisions to each client’s objectives.
Laura A
Series 65
Dallas, TX
Adams Asset Advisors LLC
Laura Adams is the sole advisor and president of Adams Asset Advisors LLC, with 23 years of industry experience. She holds a Series 65 designation and has served as an investment advisor and mutual fund president since 2002. Adams also acts as president and treasurer for multiple open-end mutual funds and is a registered transfer agent for these funds. Adams Asset Advisors provides discretionary investment management and supervisory services primarily to very high net worth individuals, trusts, corporations, and institutional investors. The firm’s investment approach combines fundamental and quantitative analysis, including proprietary mathematical models, with tailored asset allocation and security selection by its sole investment officer.
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