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Adam Halverson

Advisor at Adrionic Technologies LLC

Updated today

Firm

Adrionic Technologies LLC

Location

Sioux Falls, SD

Credentials

Series 65

Industry experience

4 years

About

Adam Halverson is a financial advisor and managing member of Adrionic Technologies LLC with four years of industry experience. He holds a Series 65 designation and concurrently works as an embedded software engineer in the aerospace division of Raven Industries. In addition to his advisory role, he provides engineering design and media production consultation services through his firm. Adrionic Technologies LLC offers discretionary investment management to individuals, high net worth clients, small businesses, charitable organizations, and institutional clients. The firm’s investment approach integrates quantitative research in optimal control theory and applied artificial intelligence, using internal analytical tools to guide portfolio construction while tailoring strategies to client-defined objectives and risk parameters.

Client services

Based on Adrionic Technologies LLC

Portfolio management

Expertise

Based on Adrionic Technologies LLC

Active portfolio management Factor investing / smart beta

Fee options

Percentage

$0+: 0.50% annually for Fixed-Income discretionary accounts $0+: 1.25% annually for Equity & Balanced discretionary accounts $0+: 2.00% annually for High-Growth discretionary accounts

Location

Sioux Falls, SD

Most active in

South Dakota

Work history

Adrionic Technologies LLC

2021 - Present (5 years)

Raven Industries Aerostar Division

2018 - Present (8 years)

Cornell University

2017 - 2018 (1 year)

Raven Industries Applied Technologies Division

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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