A complete list of active advisors currently associated with ADC Wealth Management, LLC

Warmer can help you find a great advisor at ADC Wealth Management, LLC or one who fits your needs even better.

ADC Wealth Management provides portfolio management and financial planning primarily for individual and high-net-worth clients, and also works with pension and profit-sharing plans. The firm reports about $206.1 million in assets under management across roughly 90 client relationships and operates with two advisors. ADC develops client-specific Investment Policy Statements and applies a mix of fundamental, technical, charting, and cyclical analysis to implement long- and short-term trading strategies. It also engages in options writing and other derivatives strategies while managing the bulk of assets on a non-discretionary basis, so clients generally retain trade authority within agreed guidelines. What is distinctive for a firm of this size is the documented use of derivatives and options-writing (including covered, uncovered, and spreading strategies) in separately managed accounts, an approach that is relatively uncommon among peers. The brochure also notes that ADC permits client-directed brokerage and can aggregate trades across accounts, and its reported AUM is almost entirely non-discretionary despite offering both discretionary and non-discretionary services in its advisory contract.

To learn more about the advisors currently working at ADC Wealth 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.