Adam Wolf has been an investment adviser representative at B&D White Capital since June 2021, and is not listed among the firm’s executive officers or direct owners.
B&D White Capital Company, LLC is a Lakeway, TX firm with $925M under management, 313 clients and 6 advisers across 4 offices, as of its March 2026 filing.
Adam Wolf’s longest registration was 7 years at Retirement Wealth Advisors, LLC (2014–2021). Before joining B&D White Capital in 2021, Adam Wolf was registered through Retirement Wealth Advisors, LLC and Wolf Investment Advisors LLC.
- Coyle Capital, LLCCurrent– present · 5 yearsJacksonville, FL · Adviser representative · Firm CRD 173822
- Retirement Wealth Advisors, LLC– · 7 yearsJacksonville, FL · Adviser representative · Firm CRD 137658
- Wolf Investment Advisors LLC– · under a yearJacksonville, FL · Adviser representative · Firm CRD 168806
- Magdalein & Stratton Retirement Investment Strategies, LLC– · 1 yearJacksonville, FL · Adviser representative · Firm CRD 157818
Investment adviser representative registrations
Adam Wolf is registered as an investment adviser representative in Florida, since June 2021.
- FloridaSince 16 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 August 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 December 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Adam Howard Wolf
- CRD
- 5868454
- Firm
- B&D White Capital · CRD 173822
- Office
- 4230 Pablo Professional CT, Suite 101, Jacksonville, FL 32224
- Registration
- Investment adviser registration
- In the industry since
- February 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Adam Wolf work?
Adam Wolf is an investment adviser representative registered through B&D White Capital Company, LLC since June 2021, and is not listed among the firm’s executive officers or direct owners.
Is Adam Wolf a financial advisor?
Yes. Adam Wolf has a current investment-adviser registration in Florida, through B&D White Capital since June 2021.
How many years of experience does Adam Wolf have?
Adam Wolf has 14 years in the financial industry, since February 2012, across 4 adviser firms.
What exams has Adam Wolf passed?
Adam Wolf has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in December 2010.
Where did Adam Wolf work before B&D White Capital?
Before B&D White Capital, Adam Wolf was registered through Wolf Investment Advisors LLC, January 2014 to October 2014; Magdalein & Stratton Retirement Investment Strategies, LLC, February 2012 to November 2013.
Where is Adam Wolf based?
Adam Wolf’s registered office is in Jacksonville, FL.
Is Adam Wolf registered with FINRA?
No. Adam Wolf has no current broker registration.
How can I verify Adam Wolf’s record?
Search CRD 5868454 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Wolf’s full registration record.