ADAMS ASSET ADVISORS LLC
A73
CRD 120573·SEC 801-61797·DALLAS, TX
AUM
$839.4M
$500M-$1B
Est. Revenue
$8.4M
@ 1% on AUM
Est. EBITDA
$2.5M
@ 30% margin
Est. Deal Value
$20.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $840.8M
'21 · $531.0M
'22 · $673.2M
'23 · $673.2M
'25 · $912.2M
'26 · $839.4M
'20'26
$840.8M → $839.4M▬ 0%
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 3 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 1 advisors
'26 · 1 advisors
'20'26
3 advisors → 1 advisors▼ -67%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
10670 N. CENTRAL EXPWYSTE 470DALLAS, TX 75231
Business
10670 N. CENTRAL EXPWYSTE 470DALLAS, TX 75231
Edgar Recent Filings
13F-HR2026-04-27 · 0001386929-26-000004
SCHEDULE 13G/A2026-04-02 · 0001386929-26-000002