Mike Adams Financial Advisors, Inc.

Mike Adams Financial Advisors, Inc. provides ongoing portfolio management and financial planning services to individuals, high‑net‑worth individuals, and corporations or business entities, preparing an Investment Policy Statement for each client. The firm reported discretionary assets under management of approximately $125,206 as of December 2025 and offers both discretionary and non‑discretionary arrangements.

The firm tailors portfolios using cyclical and fundamental analysis alongside modern portfolio theory, documents client risk tolerance in an IPS, and generally seeks discretionary authority to implement investment decisions. While focused on long‑term strategies, Mike Adams selectively employs derivatives—specifically options strategies such as covered calls, cash‑secured puts, and protective puts—and uses ETFs and non‑U.S. securities to achieve portfolio objectives.

Compared with many peers, the brochure highlights advisory work for corporate or business clients and discussion of less common asset types and arrangements, including private placements, venture capital, and commodities futures. The firm also notes its use of derivatives and explicit exposure to non‑U.S. investments, and it relies on institutional custody and trading services through Charles Schwab to support those capabilities.