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Adams Asset Advisors LLC

● SEC registered since 2003CRD 120573SEC# 801-61797Dallas, TX
Export (members)
Reg. AUM
$912.2M
Employees
4
Accounts
139
Location
Dallas, TX

Adams Asset Advisors LLC assets under management

Adams Asset Advisors LLC is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2003. It reports $912.2 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

Adams Asset Advisors LLC owners & executives

2 reported
NameTitleOwnershipSince
Laura S Adams ControlMember25-50%2002
Steven Adams ControlManaging Member/Chief Compliance Officer50-75%2005

Frequently asked questions

How much does Adams Asset Advisors LLC manage?

Adams Asset Advisors LLC reports $912.2 million in regulatory assets under management on its Form ADV.

How many employees does Adams Asset Advisors LLC have?

Adams Asset Advisors LLC reports 4 employees.

Where is Adams Asset Advisors LLC located?

Adams Asset Advisors LLC is based in Dallas, TX and has been SEC-registered since 2003.

Does Adams Asset Advisors LLC disclose fund performance?

Adams Asset Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10670 N. Central Expwy., Suite 470, Dallas, TX 75231
Phone214-360-7410
Fax214-360-7415
Office hours9 a.m. - 5 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1386929
Discloses disciplinary historyNo

Assets under management

Discretionary$885.3M
Non-discretionary$26.8M
Total (RAUM)$912.2M