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.

The firm provides customized, discretionary investment management to individuals, trusts, estates and charitable organizations, and acts as a 3(38) investment manager for retirement plans while also offering participant education and financial planning services. Its clientele includes both retail investors and employer-sponsored retirement plans, and it delivers ongoing portfolio supervision and reporting through an independent custodian. Investment decisions follow a bottom‑up, fundamental analysis framework with concentrated portfolios (typically single‑digit to low‑teens holdings) and a “Future Planning” process that emphasizes a margin of safety and updating plans using Bayesian reasoning. The firm manages portfolios on a discretionary basis and may employ active strategies including trading, short sales and the use of borrowing (margin) in separately managed accounts. Noteworthy differentiators relative to peers are the firm’s willingness to offer a performance‑based (incentive) fee option for qualified clients and to publish a performance track record on its website, both of which are uncommon among similar advisers. The brochure also discloses a prior regulatory consent order related to audit and disclosure matters (with no finding of client asset loss or license revocation) and subsequent litigation that was settled, a material disclosure the firm includes in its filings.

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.