Adams Asset Advisors is an investment advisor in Dallas with $673.23 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
743034621
SEC advisor number
801-61797
FINRA CRD number
120573
AUM ?
$673.23 mm
(as of 10 Jan 22)
Accounts
158
(as of 10 Jan 22)
Employees
4
(3 investment advisory or research)
Address
Adams Asset Advisors
8150 N. CENTRAL EXPWY #M1120
DALLAS
TX 75225
8150 N. CENTRAL EXPWY #M1120
DALLAS
TX 75225
Office hours
Monday - Friday, 9 A.M. - 5 P.M.
Phone
214-360-7410
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Adams, Laura, S | Member | 04/2002 | 25-50% |
| Adams, Steven | Managing Member/chief Compliance Officer | 03/2005 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Jan 23
SC 13G
Adams Asset Advisors / Adams Asset Advisors ownership change
4 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
12 Jan 22
SC 13G
Adams Asset Advisors / Adams Asset Advisors ownership change
10 Jan 22
13F-HR
Quarterly holdings report by institutional manager
13 Oct 21
13F-HR
Quarterly holdings report by institutional manager
14 Jul 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Apr 21