# Adams Diversified Equity Fund, Inc.

> Adams Diversified Equity Fund, Inc. is an SEC-registered investment advisory firm in Baltimore, MD, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 281263
- Filed as: ADAMS DIVERSIFIED EQUITY FUND, INC.
- Also doing business as: ADAMS FUNDS ADVISERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Baltimore, MD
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281263
- AdvisorCensus page: https://advisorcensus.com/firm/adams-diversified-equity-fund-inc-baltimore-md-281263

## Quick answers

**How is Adams Diversified Equity Fund, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Adams Diversified Equity Fund, Inc. reports these compensation arrangements: other.

**Where is Adams Diversified Equity Fund, Inc. located?**
Adams Diversified Equity Fund, Inc.'s principal office is in Baltimore, MD, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Adams Diversified Equity Fund, Inc. registered with the SEC or a state?**
Adams Diversified Equity Fund, Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281263.

**How much does Adams Diversified Equity Fund, Inc. manage?**
Adams Diversified Equity Fund, Inc. reports $3,028,642,556 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Adams Diversified Equity Fund, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Adams Diversified Equity Fund, Inc.: Regulatory assets under management: $2,227,273,138 in the October 2021 data and $3,028,642,556 in the October 2026 data, up 36%. Total employees: 21 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Adams Diversified Equity Fund, Inc. serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Adams Diversified Equity Fund, Inc. 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/281263

**Does Adams Diversified Equity Fund, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "ADX does not have established account minimums."

**What changed in Adams Diversified Equity Fund, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 11 to 10. Regulatory assets under management went from $2,662,523,552 to $3,028,642,556 (+14%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> ADX does not have established account minimums.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $3,028,642,556
- Discretionary: $3,028,642,556
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $3,028,642,556 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2015 (11 years)
- Employees: 20 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Palm Beach Gardens, FL

### Websites listed on Form ADV (Item 1.I)
- adamsfunds.com
- LinkedIn @adams-funds

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,227,273,138 | 21 | March 31, 2021 |
| October 2022 | $2,652,527,878 | 20 | March 31, 2022 |
| October 2023 | $2,100,737,733 | 21 | March 30, 2023 |
| October 2024 | $2,550,393,350 | 20 | March 28, 2024 |
| October 2025 | $2,662,523,552 | 20 | March 31, 2025 |
| October 2026 | $3,028,642,556 | 20 | March 27, 2026 |

Regulatory assets under management: $2,227,273,138 in the October 2021 data and $3,028,642,556 in the October 2026 data, up 36%.
Total employees: 21 in October 2021 and 20 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 11 to 10.
- Regulatory assets under management went from $2,662,523,552 to $3,028,642,556 (+14%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Adams Diversified Equity Fund, Inc. (CRD 281263): Form ADV filing data as of October 2026.