Adb Capital Management, LLC

Adb Capital Management, LLC is a fee-only investment adviser registered with the securities regulators of Oregon, Texas, Washington, with its main office in White Salmon, Washington. On its latest Form ADV, filed July 2, 2026, it reports $35M in regulatory assets under management, 31 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: Oregon, Texas, Washington
Firm CRD number	155619
Office	105 SW Dogwood Lane 335 White Salmon, WA 98672
Phone	(509) 281-3042
Website	adbcap.com
Regulatory assets under management	$35M
Individual clients	22 non-high-net-worth, 9 high-net-worth
Financial planning clients	1-10
How it charges	Percentage of assets
Services	Financial planning, Portfolio management, Pension consulting
Employees	1
Disciplinary disclosures	None reported
Latest Form ADV filing	July 2, 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 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.

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