# Adamsbrown Wealth Consultants LLC

> 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.

- CRD: 308410
- Filed as: ADAMSBROWN WEALTH CONSULTANTS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wichita, KS
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308410
- AdvisorCensus page: https://advisorcensus.com/firm/adamsbrown-wealth-consultants-llc-wichita-ks-308410

## Quick answers

**How is Adamsbrown Wealth Consultants LLC compensated?**
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).

**How much does Adamsbrown Wealth Consultants LLC charge?**
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.

**Where is Adamsbrown Wealth Consultants LLC located?**
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).

**Is Adamsbrown Wealth Consultants LLC registered with the SEC or a state?**
Adamsbrown Wealth Consultants LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 308410.

**How much does Adamsbrown Wealth Consultants LLC manage?**
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).

**How have Adamsbrown Wealth Consultants LLC's assets and staff changed since 2021?**
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.

**What types of clients does Adamsbrown Wealth Consultants LLC serve?**
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).

**Which custodians does Adamsbrown Wealth Consultants LLC use?**
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.

**Does Adamsbrown Wealth Consultants 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/308410

**Does Adamsbrown Wealth Consultants LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 11, 2026 says: "AdamsBrown generally does not impose a minimum relationship size."

**What changed in Adamsbrown Wealth Consultants LLC's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 11, 2026)

- Asset-based fee: 0.5% to 1.525% a year (a range, as the brochure states it)

> 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.

- Account minimum: None

> AdamsBrown generally does not impose a minimum relationship size.

- Hourly rate: $250 an hour (financial planning services)

> AdamsBrown may offer financial planning services, as a separate engagement, on an hourly basis. Hourly fees range up to $250 per hour.

- Hourly rate: $200 an hour (retirement plan consulting services)

> AdamsBrown offers retirement plan consulting services either on an hourly basis or for a fixed fee. Hourly fees range up to $200.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $1,121,047,762
- Discretionary: $970,080,432
- Non-discretionary: $150,967,330

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,554 | $328,198,809 |
| High net worth individuals | 264 | $601,519,525 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 82 | $156,894,753 |
| Charitable organizations | Fewer than 5 | $6,575,139 |
| Corporations or other businesses not listed above | 43 | $27,859,536 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 22 total, 17 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, CA, CO, FL, IL, KS, LA, MO, NE, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Great Bend, KS
- Hays, KS
- Hutchinson, KS
- Jonesboro, AR
- Little Rock, AR
- McPherson, KS
- Overland Park, KS

### Websites listed on Form ADV (Item 1.I)
- adamsbrownwc.com
- Facebook @adamsbrownwc
- LinkedIn @adams-brown-wealth-consultants

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $302,814,472 | 14 | September 22, 2021 |
| October 2022 | $398,299,370 | 15 | May 25, 2022 |
| October 2023 | $503,939,483 | 17 | March 6, 2023 |
| October 2024 | $651,713,680 | 21 | September 13, 2024 |
| October 2025 | $880,935,144 | 20 | June 3, 2025 |
| October 2026 | $1,121,047,762 | 22 | August 18, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### March 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Adamsbrown Wealth Consultants LLC (CRD 308410): Form ADV filing data as of October 2026.