ADB Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$33,950,000
Total clients
31
29% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
31
Average account size
$1,095,161
About
ADB provides fee-only wealth management and retirement plan advisory services to individuals, families, related entities, trusts, and estates, and also works with employer plan sponsors and plan participants. Services include ongoing discretionary portfolio management, limited financial planning integrated with investment supervision, and retirement plan consulting.
The firm’s investment process emphasizes risk-managed, absolute-return objectives using fundamental analysis and elements of Modern Portfolio Theory, supplemented by long-term purchases, technical analysis, and opportunistic value strategies. Portfolios are built from diversified allocations of mutual funds, ETFs, individual stocks and bonds, are monitored continuously, and are managed in accordance with each client’s objectives and constraints through discretionary authority and custodial arrangements.
What is distinctive for a firm of this type and size is its explicit engagement with pension and profit-sharing plan clients and an offering of pension consulting services — including plan design, investment menu selection, vendor management, participant education, and fiduciary process support under ERISA considerations. The firm also maintains a defined minimum household asset threshold for new clients, manages approximately $34 million in discretionary assets, and routinely collaborates with clients’ other professional advisors.
Client services
Expertise
Fee options
$0 - $500,000: 1.15% $500,001 - $1,500,000: 1.00% $1,500,001 - $5,000,000: 0.80% $5,000,001+: 0.60%
Account minimum: $750,000 Fee-only: Asset-based fees as per tiered schedule for wealth management; Retirement plan consulting fees range from 0.15% to 0.75% of plan assets
Main office location
ADB Capital Management, LLC
403 Portway Avenue, Suite 300
Hood River OR 97031, United States
Number of offices
1
Most active in
Oregon · 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:
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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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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.
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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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