A complete list of active advisors currently associated with Adams Financial Concepts, LLC
Warmer can help you find a great advisor at Adams Financial Concepts, LLC or one who fits your needs even better.
Adams Financial Concepts provides customized, discretionary portfolio management and related advisory services to individuals, trusts, estates, charitable organizations and retirement plans, and it also acts as an ERISA 3(38) investment manager for some employer plans. The firm operates a customary asset‑based wealth management program and maintains a separate incentive/performance fee program that is only offered to clients who meet regulatory “qualified client” criteria. The firm follows a bottom‑up, fundamentally driven investment process that typically builds concentrated portfolios of individual securities and emphasizes multi‑year holding periods; it supplements fundamental analysis with charting and technical inputs and may employ trading strategies that include margin borrowing and short sales where consistent with client risk profiles. Adams Financial Concepts also publishes historical performance information and uses performance‑based compensation structures for qualifying accounts, which can create different incentives compared with pure asset‑based arrangements. Distinctive features disclosed in the firm’s brochure include prior regulatory disclosure events related to audit and disclosure practices (which were resolved), a deliberate increase in the firm’s minimum investable requirements for accounts custodied under its chosen arrangements, and operational changes such as automating certain former staff functions and pausing its Future Planning and educational game projects (the latter developed through an entity affiliated with a firm principal) while enhancements are made. These aspects — public performance reporting, use of incentive fees for qualified clients, permitted use of leverage in client accounts, and recent operational and governance adjustments — are less common among peers and are emphasized in the firm’s disclosures.
To learn more about the advisors currently working at Adams Financial Concepts, LLC, 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 |
|---|---|---|
Seattle, WA
| 40
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)