Fee-only adviser · Amarillo, TX
Adams Wealth Management
Adams Wealth Management is a fee-only investment adviser registered with the securities regulator of Texas, with its main office in Amarillo, Texas. On its latest Form ADV, filed February 18, 2026, it reports $14M in regulatory assets under management, 29 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Texas |
|---|---|
| Firm CRD number | 285180 |
| Office | 600 S. Tyler ST., Suite 2100 Amarillo, TX 79101 |
| Phone | (806) 414-5494 |
| Website | adamswm.com |
| Regulatory assets under management | $14M |
| Individual clients | 29 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 18, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Amarillo
- Money Methods, Inc. Not reported
- Toro Bravo Investment Advisors, LLC $31M
- Spring Capital Management $223M
- Ask Capital Investment Managers $110M
- Double Seven Wealth Group, LLC $9.3M
- Kitsman Investment Management $11M
See all 7 fee-only advisers in Amarillo →
Nearby
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