Adams Asset Advisors LLC
● SEC registered since 2003CRD 120573SEC# 801-61797Dallas, TX
Reg. AUM
$839.4M
Employees
4
Accounts
118
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 $839.4 million in regulatory assets under management and employs 4 people.
Adams Asset Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Laura S Adams Control | Member | 25-50% | 2002 |
| Steven Adams Control | Managing Member/Chief Compliance Officer | 50-75% | 2005 |
Frequently asked questions
How much does Adams Asset Advisors LLC manage?
Adams Asset Advisors LLC reports $839.4 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
| Address | 10670 N. Central Expwy., Suite 470, Dallas, TX 75231 |
| Phone | 214-360-7410 |
| Fax | 214-360-7415 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1386929 |
| Discloses disciplinary history | No |
Regulatory AUM
$839.4M▼ 8%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$839.4Mregulatory AUM
Discretionary $821.8MNon-discretionary $17.6M