A complete list of active advisors currently associated with ADB Capital Management, LLC
Warmer can help you find a great advisor at ADB Capital Management, LLC or one who fits your needs even better.
ADB Capital Management is a fee-only independent adviser that provides wealth management and limited financial planning to individuals, families, trusts, and estates, and also offers retirement plan consulting to employer plan sponsors and participants. Services include ongoing discretionary portfolio management, capital needs analysis and cash‑flow planning for wealth clients, and plan design, investment menu construction, vendor monitoring, and participant education for retirement plans. The firm’s investment approach targets risk‑managed absolute returns through a blend of fundamental security analysis, elements of Modern Portfolio Theory, tactical asset allocation, opportunistic value strategies, and manager selection, implemented across mutual funds, ETFs/ETNs, individual stocks and bonds. Wealth management relationships generally operate under discretionary trading authority with continuous monitoring, while retirement plan advisory is delivered on a non‑discretionary, ERISA‑aware consulting basis and may include participant communication and fiduciary process support. What is distinctive for a firm of this size (roughly $34.6 million in AUM across about 31 clients) is its explicit focus on pension and profit‑sharing plan clients and pension consulting—services that are uncommon among peers—along with an articulated ERISA fiduciary role and vendor management capabilities. The brochure also describes specific operational features such as a documented rollover/conflict approach consistent with U.S. Department of Labor guidance, a stated 5% initial limit on individual equity positions, use of an institutional custodian and regular quarterly reporting, and the firm’s practice of not voting client proxies.
To learn more about the advisors currently working at ADB Capital Management, 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 |
|---|---|---|
White Salmon, WA
| 15
|
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