Adams Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
The firm provides asset management, comprehensive portfolio management, and standalone financial planning and consulting to individuals, high‑net‑worth clients, trusts and business entities. Its client types specifically include pension and profit‑sharing plans, corporations and other business structures in addition to individual investors, and services range from portfolio construction to assistance in selecting third‑party money managers.
Portfolios are tailored to client objectives and are continuously monitored and rebalanced, with the firm performing due diligence on any recommended sub‑advisors. The firm’s investment process draws on a blend of fundamental, technical, quantitative, sector and cyclical analysis and may include alternatives, preferred securities, ETFs, individual securities, and the use of options, margin or short‑term strategies when appropriate.
Compared with many solo independent advisers, the firm’s intention to manage institutional accounts (pension and corporate plans) is a distinctive feature, and it offers business‑focused planning work such as corporate tax planning, cost segregation reviews and corporate structure advice. The firm is newly registered in 2026 with no reported assets under management to date, and its principal has prior experience at larger wealth management and broker‑dealer firms and holds multiple securities licenses.
Client services
Expertise
Fee options
Flat fees for financial planning and consulting up to $25,000
Maximum annual fee will not exceed 2.00%, billed monthly in advance on cash value of accounts
Hourly fees up to $500 for financial planning and consulting
Fee-only: Financial planning and consulting charged on hourly basis up to $500/hour or flat fees not to exceed $25,000
Main office location
Adams Advisory Services, LLC
Irving TX, United States
Number of offices
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
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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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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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.
-
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.
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