Adams Asset Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated January 7, 2026, reports $839M in regulatory assets under management, 4 employees, and 118 accounts.
Assets Under Management
$839M
Employees
4
Offices
--
Total Clients
118
Primary office
DALLAS, TX
10670 N. CENTRAL EXPWY., SUITE 470, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
118
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$839Mas of January 7, 2026
Discretionary97.9%
$822M
98% of total RAUM97.9%
Non-discretionary2.1%
$18M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$839M
Total Accounts118
10Y AUM Change$-84M (-9.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee30:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.