Adam Cal
Advisor at Trajan Wealth, L.L.C.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Trajan Wealth, L.L.C.
Location
Scottsdale, AZ 85255
Credentials
Series 63, Series 65
Industry experience
12 years
About
Adam Cal is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Wells Fargo Advisors. In addition to his advisory work, he also acts as an insurance agent selling fixed indexed annuities. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment process tailored to client objectives and informed by fundamental, technical, and cyclical analysis.
Client services
Based on Trajan Wealth, L.L.C.
Portfolio management
Selection of other advisers
Newsletters or periodicals
Expertise
Based on Trajan Wealth, L.L.C.
Private / alternative investments
Concentrated stock management
Charitable giving & philanthropy
Fee options
$0+: 0.50% to 1.50% annually Smaller account sizes or additional servicing+: 1.50% to 2.00% annually
Management fee up to 2.00% plus performance or carry fee not to exceed 25% of gain in valuation on Private Market offerings.
Location
18700 North Hayden Road, Suite 470
Scottsdale, AZ 85255
Most active in
Adam C has reported serving >5 clients in these states in the last 12 months.
Arizona
Work history
Trajan Wealth
2025 - Present (1 year)
Not employed
2025 - 2025 (1 year)
Bank Of America, N.a.
2021 - 2025 (4 years)
Merrill
2021 - 2025 (4 years)
Wells Fargo Clearing
2016 - 2021 (5 years)
WELLS FARGO ADVISORS LLC
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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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Real estate agent
They facilitate real estate transactions and may earn commissions.
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