{
  "crd_number": 308410,
  "slug": "adamsbrown-wealth-consultants-llc-wichita-ks-308410",
  "primary_business_name": "ADAMSBROWN WEALTH CONSULTANTS LLC",
  "legal_name": "ADAMSBROWN WEALTH CONSULTANTS LLC",
  "dbas": [],
  "city": "Wichita",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "48620",
  "metro": {
    "cbsa_code": "48620",
    "common_name": "Wichita",
    "msa_name": "Wichita, KS",
    "path": "/advisors/ks/wichita"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-05-07",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-08-18",
  "carried_forward": false,
  "raum_total": 1121047762.0,
  "raum_discretionary": 970080432.0,
  "raum_non_discretionary": 150967330.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 22,
  "advisory_employees": 17,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 6575139.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 328198809.0,
      "count": 1554
    },
    "pension_profit_sharing": {
      "raum": 156894753.0,
      "count": 82
    },
    "high_net_worth_individuals": {
      "raum": 601519525.0,
      "count": 264
    },
    "corporations_other_businesses": {
      "raum": 27859536.0,
      "count": 43
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "CA",
    "CO",
    "FL",
    "IL",
    "KS",
    "LA",
    "MO",
    "NE",
    "OK",
    "TX"
  ],
  "websites": [
    "https://adamsbrownwc.com",
    "https://facebook.com/adamsbrownwc",
    "https://linkedin.com/company/adams-brown-wealth-consultants"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/308410",
  "city_as_filed": "WICHITA",
  "url": "https://advisorcensus.com/firm/adamsbrown-wealth-consultants-llc-wichita-ks-308410",
  "display_name": "Adamsbrown Wealth Consultants LLC",
  "summary": "Adamsbrown Wealth Consultants LLC is an SEC-registered investment advisory firm in Wichita, KS, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 18, 2026.",
  "citation": "AdvisorCensus. Adamsbrown Wealth Consultants LLC (CRD 308410): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Adamsbrown Wealth Consultants LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Adamsbrown Wealth Consultants LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Adamsbrown Wealth Consultants LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 11, 2026 states: Asset-based fee: 0.5% to 1.525% a year (a range, as the brochure states it); Hourly rate: $250 an hour (financial planning services); Hourly rate: $200 an hour (retirement plan consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Adamsbrown Wealth Consultants LLC located?",
      "a": "Adamsbrown Wealth Consultants LLC's principal office is in Wichita, KS, according to its Form ADV; the September 2026 filing also lists 7 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Adamsbrown Wealth Consultants LLC registered with the SEC or a state?",
      "a": "Adamsbrown Wealth Consultants LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 308410."
    },
    {
      "q": "How much does Adamsbrown Wealth Consultants LLC manage?",
      "a": "Adamsbrown Wealth Consultants LLC reports $1,121,047,762 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (87% discretionary)."
    },
    {
      "q": "How have Adamsbrown Wealth Consultants LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Adamsbrown Wealth Consultants LLC: Regulatory assets under management: $302,814,472 in the October 2021 data and $1,121,047,762 in the October 2026 data, up 270%. Total employees: 14 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Adamsbrown Wealth Consultants LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,554); high net worth individuals (264); pension and profit sharing plans (but not the plan participants or government pension plans) (82)."
    },
    {
      "q": "Which custodians does Adamsbrown Wealth Consultants LLC use?",
      "a": "Adamsbrown Wealth Consultants LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Adamsbrown Wealth Consultants LLC report any disciplinary disclosures?",
      "a": "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/308410"
    },
    {
      "q": "Does Adamsbrown Wealth Consultants LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 11, 2026 says: \"AdamsBrown generally does not impose a minimum relationship size.\""
    },
    {
      "q": "What changed in Adamsbrown Wealth Consultants LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 302814472.0,
      "total_employees": 14,
      "filing_date": "2021-09-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 398299370.0,
      "total_employees": 15,
      "filing_date": "2022-05-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 503939483.0,
      "total_employees": 17,
      "filing_date": "2023-03-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 651713680.0,
      "total_employees": 21,
      "filing_date": "2024-09-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 880935144.0,
      "total_employees": 20,
      "filing_date": "2025-06-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1121047762.0,
      "total_employees": 22,
      "filing_date": "2026-08-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 15 to 17.",
        "Regulatory assets under management went from $880,935,144 to $1,121,047,762 (+27%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1.525% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (financial planning services)",
      "Hourly rate: $200 an hour (retirement plan consulting services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1.525% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Wealth management fees range from 0.50% to 1.525% annually based on several factors, including the complexity of the services to be provided, the inclusion of financial planning services, the level of assets to be managed, and the overall relationship with the Advisor."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "AdamsBrown generally does not impose a minimum relationship size."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (financial planning services)"
        ],
        "quotes": [
          "AdamsBrown may offer financial planning services, as a separate engagement, on an hourly basis. Hourly fees range up to $250 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 an hour (retirement plan consulting services)"
        ],
        "quotes": [
          "AdamsBrown offers retirement plan consulting services either on an hourly basis or for a fixed fee. Hourly fees range up to $200."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.5,
        1.525
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        },
        {
          "kind": "hourly",
          "amount": 200.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "retirement plan consulting services"
        }
      ]
    },
    "quotes": [
      "Wealth management fees range from 0.50% to 1.525% annually based on several factors, including the complexity of the services to be provided, the inclusion of financial planning services, the level of assets to be managed, and the overall relationship with the Advisor.",
      "AdamsBrown generally does not impose a minimum relationship size.",
      "AdamsBrown may offer financial planning services, as a separate engagement, on an hourly basis. Hourly fees range up to $250 per hour.",
      "AdamsBrown offers retirement plan consulting services either on an hourly basis or for a fixed fee. Hourly fees range up to $200."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/adamsbrown-wealth-consultants-llc-wichita-ks-308410.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1554,
      "fewer_than_5": false,
      "raum": 328198809.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 264,
      "fewer_than_5": false,
      "raum": 601519525.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 82,
      "fewer_than_5": false,
      "raum": 156894753.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 6575139.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 43,
      "fewer_than_5": false,
      "raum": 27859536.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/308410",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}