# Adams Asset Advisors LLC

> Adams Asset Advisors LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2003, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated January 7, 2026.

- CRD: 120573
- Filed as: ADAMS ASSET ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: January 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/120573
- AdvisorCensus page: https://advisorcensus.com/firm/adams-asset-advisors-llc-dallas-tx-120573

## Quick answers

**How is Adams Asset Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Adams Asset Advisors LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Adams Asset Advisors LLC located?**
Adams Asset Advisors LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Adams Asset Advisors LLC registered with the SEC or a state?**
Adams Asset Advisors LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 120573.

**How much does Adams Asset Advisors LLC manage?**
Adams Asset Advisors LLC reports $839,428,961 in regulatory assets under management in its Form ADV filing dated January 7, 2026 (98% discretionary).

**How have Adams Asset Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Adams Asset Advisors LLC: Regulatory assets under management: $530,956,000 in the October 2021 data and $839,428,961 in the October 2026 data, up 58%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Adams Asset Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (118).

**Which custodians does Adams Asset Advisors LLC use?**
Adams Asset Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Adams Asset Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/120573

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $839,428,961
- Discretionary: $821,825,691
- Non-discretionary: $17,603,270

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 118 | $839,428,961 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2003 (23 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $530,956,000 | 4 | January 6, 2021 |
| October 2022 | $673,226,000 | 4 | January 10, 2022 |
| October 2023 | $826,561,347 | 4 | January 9, 2023 |
| October 2024 | $892,091,267 | 4 | June 12, 2024 |
| October 2025 | $912,150,809 | 4 | April 8, 2025 |
| October 2026 | $839,428,961 | 4 | January 7, 2026 |

Regulatory assets under management: $530,956,000 in the October 2021 data and $839,428,961 in the October 2026 data, up 58%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Adams Asset Advisors LLC (CRD 120573): Form ADV filing data as of October 2026.