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Adams Financial Concepts, LLC (Seattle)


Adams Financial Concepts, LLC is an adviser based in Seattle. It manages $22.81 million of regulatory assets for 181 client accounts. It has been registered with the SEC as an adviser since 2007.

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Adams Financial Concepts provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Adams Financial Concepts: assets under management

The assets under management (AUM) of Adams Financial Concepts, LLC is $22.81 million. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $18.94 million in discretionary accounts and $3.87 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $160.53 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $61.4 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Adams Financial Concepts, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Seattle

The principal office where Adams Financial Concepts, LLC performs its advisory services is located at 1001 Fourth Avenue, Seattle, WA 98154, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-903-1019 or by fax 206-903-1021. The normal business hours are 6:30 am - 3:30 pm on Monday - Friday. You can find more information about the New York firm at www.adamsfinancialconcepts.com.


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