Hedge Fund Database

ADAMSBROWN WEALTH CONSULTANTS LLC

Adviser information for ADAMSBROWN WEALTH CONSULTANTS LLC last updated from Form ADV on March 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Kansas, United States

Employees

Total Number of Employees 21
Investment Advisory/Research 14
Registered Broker-Dealer Representatives 14
Registered State Investment Advisers 14
Licensed Agents of an Insurance Company 12
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 3,160 $592.7M
Non-Discretionary 76 $59.0M
Total 3,236 $651.7M

Clients

Type Number RAUM
Individuals 1,102 $232.3M
HNW Individuals 161 $330.7M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 84 $75.9M
Charitable organizations 1 $102,190
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 28 $12.7M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 11-25

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-118670
SEC ERA File Number 801-118670
SEC CIK Numbers 1911244
SEC CRD Numbers 308410
Legal Entity Identifier None

Principal Office

2006 BROADWAY AVENUE
SUITE 2A
GREAT BEND
KS
United States
Monday - Friday, 8:30AM TO 5:30PM
Tel: (620) 792-2428, Fax: (620) 663-6745

Websites

www.adamsbrownwc.com www.linkedin.com/company/adams-brown-wealth-consultants/ www.facebook.com/adamsbrownwc

Chief Compliance Officer

BRENDA L. BICKLE
WEALTH OPERATIONS MANAGER
718 MAIN STREET
SUITE 224
HAYS
KS
United States
Tel: (785) 628-3046
(Full email address available in API data)

Industry Affiliates

ADAMS BROWN, LLC Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MITCHELL, JUSTIN, TRENT Individual – PARTNER AND MANAGING WEALTH CONSULTANT 03/2020 < 5%
ADAMSBROWN LLC Domestic Entity – MANAGING MEMBER 03/2020 > 75%
MITCHELL, JUSTIN, TRENT Individual ADAMSBROWN LLC MEMBER 10/2019
BICKLE, BRENDA, LEE Individual – WEALTH OPERATIONS MANAGER AND CHIEF COMPLIANCE OFFICER 02/2022 < 5%

No. Employees, Historic

301502020202120222023202420257 on 4/7/20207 on 6/29/20207 on 9/6/20207 on 9/6/20207 on 10/15/20207 on 10/29/20207 on 12/24/202014 on 3/9/202114 on 6/10/202114 on 9/22/202116 on 10/22/202115 on 2/18/202215 on 4/20/202215 on 5/25/202217 on 3/6/202321 on 3/6/2024

RAUM, Historic

700M350M02020202120222023202420250 on 4/7/20200 on 6/29/2020180225121 on 9/6/2020180225121 on 9/6/2020180225121 on 10/15/2020180225121 on 10/29/2020180225121 on 12/24/2020302814472 on 3/9/2021302814472 on 6/10/2021302814472 on 9/22/2021302814472 on 10/22/2021398299370 on 2/18/2022398299370 on 4/20/2022398299370 on 5/25/2022503939483 on 3/6/2023651713680 on 3/6/2024

No. Clients, Historic

2,0001,00002020202120222023202420250 on 4/7/20200 on 6/29/2020871 on 9/6/2020871 on 9/6/2020871 on 10/15/2020871 on 10/29/2020871 on 12/24/2020573 on 3/9/2021573 on 6/10/2021573 on 9/22/2021573 on 10/22/2021744 on 2/18/2022744 on 4/20/2022744 on 5/25/20221096 on 3/6/20231376 on 3/6/2024

Holdings

From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 27M 820K –
3M CO COM 504K 5K –
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 546K 11K –
SPDR SER TR PORTFOLIO S&P600 913K 22K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 21M 106K –
EXXON MOBIL CORP COM 2M 20K –
SCHWAB STRATEGIC TR INT-TRM U.S TRES 202K 4K –
MICROSOFT CORP COM 3M 6K –
ALPHABET INC CAP STK CL C 283K 2K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 37M 479K –
SELECT SECTOR SPDR TR TECHNOLOGY 384K 2K –
FS KKR CAP CORP COM 1M 58K –
VANGUARD INDEX FDS TOTAL STK MKT 624K 2K –
SCHWAB STRATEGIC TR US MID-CAP ETF 1M 15K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 3M 7K –
ONEOK INC NEW COM 1M 15K –
CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 22M 998K –
WALMART INC COM 1M 20K –
J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 15M 322K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 9M 347K –
VERIZON COMMUNICATIONS INC COM 278K 7K –
VANGUARD INDEX FDS SMALL CP ETF 409K 2K –
CHEVRON CORP NEW COM 321K 2K –
MERCK & CO INC COM 374K 3K –
B2GOLD CORP COM 27K 10K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 268K 5K –
ECOLAB INC COM 288K 1K –
NOVO-NORDISK A S ADR 240K 2K –
ISHARES TR MSCI USA QLT FCT 326K 2K –
AMAZON COM INC COM 2M 10K –
TESLA INC COM 221K 1K –
KROGER CO COM 491K 10K –
BOEING CO COM 370K 2K –
PIMCO ETF TR 0-5 HIGH YIELD 1M 11K –
DEVON ENERGY CORP NEW COM 418K 9K –
NVIDIA CORPORATION COM 2M 16K –
INVESCO QQQ TR UNIT SER 1 2M 5K –
COCA COLA CO COM 295K 5K –
CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 339K 11K –
SCHWAB STRATEGIC TR US AGGREGATE B 1M 26K –
OLD NATL BANCORP IND COM 201K 12K –
ORACLE CORP COM 211K 1K –
FIRST TR EXCH TRADED FD III INSTL PFD SECS 11M 621K –
DISNEY WALT CO COM 219K 2K –
WISDOMTREE TR ITL HDG QTLY DIV 16M 360K –
SPDR SER TR S&P DIVID ETF 665K 5K –
ISHARES TR MSCI USA SMCP MN 458K 12K –
ISHARES TR MSCI INTL QUALTY 3M 84K –
ABBVIE INC COM 253K 1K –
INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 14M 143K –
VANGUARD INDEX FDS MID CAP ETF 624K 3K –
J P MORGAN EXCHANGE TRADED F DIVERSFED RTRN 497K 5K –
BANK AMERICA CORP COM 404K 10K –
VANGUARD INDEX FDS SM CP VAL ETF 353K 2K –
JOHNSON & JOHNSON COM 422K 3K –
CONOCOPHILLIPS COM 286K 2K –
JPMORGAN CHASE & CO. COM 275K 1K –
VULCAN MATLS CO COM 348K 1K –
VANGUARD WORLD FD INF TECH ETF 392K 680 –
SCHWAB STRATEGIC TR US LCAP GR ETF 275K 3K –
PEPSICO INC COM 1M 7K –
PROCTER AND GAMBLE CO COM 287K 2K –
WISDOMTREE TR US LARGECAP DIVD 646K 9K –
SPDR GOLD TR GOLD SHS 384K 2K –
SCHWAB STRATEGIC TR US BRD MKT ETF 298K 5K –
EVERGY INC COM 1M 20K –
ISHARES TR MSCI USA MIN VOL 260K 3K –
DEERE & CO COM 453K 1K –
POWERSHARES ACTIVELY MANAGED VAR RATE INVT 829K 33K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 10M 66K –
ISHARES TR HDG MSCI EAFE 19M 543K –
META PLATFORMS INC CL A 863K 2K –
ADVANCED MICRO DEVICES INC COM 847K 5K –
SELECT SECTOR SPDR TR ENERGY 288K 3K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 830K 17K –
LOCKHEED MARTIN CORP COM 271K 581 –
SPDR S&P 500 ETF TR TR UNIT 446K 820 –
SPDR DOW JONES INDL AVERAGE UT SER 1 218K 557 –
FIRST TR EXCHANGE TRADED FD INDXX AEROSPACE 377K 13K –
APPLE INC COM 5M 23K –
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 119K 19K –
VANGUARD INDEX FDS S&P 500 ETF SHS 1M 2K –
ISHARES TR CORE MSCI EAFE 201K 3K –
LOWES COS INC COM 415K 2K –