Advisory services are offered through Adam Advisory LLC, an investment adviser registered with the State of Arizona. Registration with a state securities authority does not imply a certain level of skill or training.
Advisory services are only offered to clients or prospective clients where Adam Advisory LLC and its representatives are properly registered or exempt from registration. Adam Advisory is not registered with the Securities and Exchange Commission (SEC).
Form ADV is the uniform form used by investment advisors to register with the SEC and state securities authorities. Part 2A (the "Brochure") describes our advisory services, fees, conflicts of interest, and business practices. Part 2B describes the background of our advisory personnel.
You are entitled to receive a copy of our current Form ADV at any time, at no charge. A copy is available through the SEC's Investment Adviser Public Disclosure database and directly upon request.
The information on this site is not intended as tax, accounting, or legal advice, nor is it an offer or solicitation to buy or sell, or an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation.
Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. Past performance is not indicative of future results.
The information on this site is provided "AS IS" and without warranties, either express or implied, and the information may not be free from error. Your use of the information provided is at your sole risk.
As a registered investment advisor, Adam Advisory is held to a fiduciary standard. This means we are legally and ethically obligated to act in your best interest at all times, disclose any conflicts of interest, and provide advice that is suitable for your specific situation.
Adam Advisory is a fee-only practice. We are compensated directly by clients and do not receive commissions, referral fees, or compensation from third parties for recommending products or services. This structure is designed to eliminate the most common conflicts of interest in financial advice.
Adam Advisory collects personal and financial information in the course of providing advisory services. This information is used solely to deliver services to you and is never sold to third parties.
We maintain physical, electronic, and procedural safeguards that comply with applicable regulations to protect your personal information. We will provide you with a copy of our full Privacy Policy upon request or at the start of our engagement.
Questions about any of the above? Reach out directly at jeff@adamadvisoryfp.com.