Advisor at Acentus Group L.L.C.
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
Acentus Group L.L.C.
Location
Woodland Hills, UT
Credentials
Series 65
Industry experience
8 years
Joseph Adams is the sole advisor at Acentus Group L.L.C. in Woodland Hills, Utah, holding a Series 65 designation with eight years of industry experience. He has been self-employed since 2002. Outside of his advisory work, Adams owns and manages VikingBlue LLC, a company that provides accounting services to clients. Acentus Group offers discretionary portfolio management primarily to high-net-worth individuals, trusts, businesses, other investment advisers, and pension or profit-sharing plans. The firm employs a proprietary investment model focused on emerging equity micro-themes, utilizing both long and short positions along with margin, options, and ETFs, and manages accounts on a discretionary basis including institutional clients.
Based on Acentus Group L.L.C.
1.5% annually, billed quarterly in advance
20% of profits (performance fee) after one full year, calculated quarterly
Account minimum: $1,000,000 (may be waived at discretion)
Woodland Hills, UT
Utah
Self Employed
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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