Adams Asset Advisors LLC
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Overview
Adams Asset Advisors LLC operates as a financial advisory company that has its headquarters in Dallas, Texas. Adams Asset Advisors LLC oversees $826.6 million in total assets over 156 accounts, making it one of the larger financial advisory firms in the United States by assets under management (AUM). It has a small team, including 2 financial advisors. Adams Asset Advisors LLC does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets such as bonds, options and equities.
Adams Asset Advisors LLC oversees the majority of the company's accounts on a discretionary basis. Discretionary management signifies that an investment advisor has the discretion to make buy and sell choices for the client's account without needing to seek the customer's permission. The firm also has 26 non-discretionary accounts totaling $21.6 million in AUM. The firm's typical account size is $5.3 million. The typical financial advisor at Adams Asset Advisors LLC administers about 78 client accounts.
The firm's central office is located at 8150 N. Central Expwy., Dallas, Texas 75206. It is legally registered to provide services to customers across 2 states, including Oklahoma and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Adams Asset Advisors LLC by the Numbers
$826.6 million
4
156
$5.3 million
Fee Structure
Fees charged by financial advisors largely vary depending on the type of services offered. Fees billed by the company typically consist of the following fee type: asset-based. The firm does not participate in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with high net worth investors, investment companies and pension plans. Out of its 156 clients, Adams Asset Advisors LLC's largest client type is high net worth investors, although it also caters to 154 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 98.72%
- Other Individuals - 0%
- Corporations - 1.28%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Adams Asset Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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