A
Adam Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$975,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
1
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$975,000
About
Adam Capital provides investment advisory services to individuals and to private investment funds, offering discretionary portfolio management and a limited partnership private investment vehicle. Like many independent advisers, it charges asset‑based fees and requires a minimum account size (the brochure states a $100,000 minimum), with private fund investments generally limited to accredited or institutional investors.
The firm’s portfolio management is tailored and primarily discretionary, employing equities, ETFs and investment company securities while using charting, fundamental, tactical and cyclical analysis and periodic rebalancing. Adam Capital also advises and manages pooled vehicles and describes a private limited partnership product as part of its offerings, with ongoing monitoring and account reviews.
Distinctive for a single‑advisor firm, Adam Capital sponsors and serves as general partner of a private investment partnership and accepts performance‑based fees for qualified investors, using a high‑water mark and a CPI+3 hurdle with a 20% share of profits when the hurdle is exceeded. The brochure discloses related‑party activity and the owner’s personal private company investments, which the firm notes are disclosed and managed as potential conflicts of interest.
Client services
Portfolio management
Expertise
Private / alternative investments
Active portfolio management
Options & derivatives strategies
Fee options
$100,000 - $500,000: 1.30% $500,001 - $1,000,000: 1.20% $1,000,001 - $10,000,000: 1.10% Over $10,000,000+: 1.00%
20% of realized/unrealized gains above a hurdle rate of CPI + 3%, calculated annually with a high-water mark.
Account minimum: $100,000
Main office location
Adam Capital
Atlanta GA, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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