AdamsBrown Wealth Consultants provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
AdamsBrown Wealth Consultants reports 1,943 clients. They include 1,554 individual clients, 264 high-net-worth individuals, and 82 pension and profit-sharing plans. Of its assets, 86.5% ($970M across 4,933 accounts) are managed with discretion; $151M across 85 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 80% | 29% |
| High-net-worth individuals | 14% | 54% |
| Pension and profit-sharing plans | 4% | 14% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | 2% | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,554 | $328M | 29.3% | $211K |
| High-net-worth individuals | 264 | $602M | 53.7% | $2.28M |
| Pension and profit-sharing plans | 82 | $157M | 14.0% | $1.91M |
| Charitable organizations | Fewer than 5 | $6.58M | 0.6% | — |
| Corporations and other businesses | 43 | $27.9M | 2.5% | $648K |
| Total | 1,943 | $1.12B | 100% | — |
- Clients
- 1,554
- Regulatory AUM
- $328M
- AUM share
- 29.3%
- Avg. per client
- $211K
- Clients
- 264
- Regulatory AUM
- $602M
- AUM share
- 53.7%
- Avg. per client
- $2.28M
- Clients
- 82
- Regulatory AUM
- $157M
- AUM share
- 14.0%
- Avg. per client
- $1.91M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.58M
- AUM share
- 0.6%
- Avg. per client
- —
- Clients
- 43
- Regulatory AUM
- $27.9M
- AUM share
- 2.5%
- Avg. per client
- $648K
Total
- Clients
- 1,943
- Regulatory AUM
- $1.12B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
AdamsBrown Wealth Consultants charges 0.50%–1.525% a year for its Wealth Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is a separate engagement billed hourly at up to $250 per hour, with an estimate of hours and costs given before engaging.
Adamsbrown LLC owns 75% or more of AdamsBrown Wealth Consultants. Chad Somers is CEO; the leadership team includes Chief Investment Officer Jared Vitztum and Chief Compliance Officer Brenda Bickle. It has 22 employees, 17 of them in advisory roles.
Staff
- 22 employees
- 17 in advisory functions
- 17 state-registered reps
- 12 insurance agents
- Owns 75% or more of Adamsbrown Wealth Consultants LLC
Adamsbrown LLC
Control person · since March 2020
Justin Mitchell
Member · Control person · since October 2019
AdamsBrown Wealth Consultants’ regulatory assets grew 3.7× from $303M (June 2021) to $1.12B (August 2026); clients rose from 573 to 1,943 and employees from 14 to 22.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $1.12B | 1,943 | 22 | 8 |
| Jun 2025June 2025 | $881M | 1,611 | 20 | 8 |
| May 2024May 2024 | $652M | 1,376 | 21 | 8 |
| Mar 2023March 2023 | $504M | 1,096 | 17 | 7 |
| May 2022May 2022 | $398M | 744 | 15 | 7 |
| Jun 2021June 2021 | $303M | 573 | 14 | 4 |
Besides its headquarters, AdamsBrown Wealth Consultants has 7 offices, with 8 listed addresses across 2 states.
Kansas · 6 listed addresses
- 358 N Main Street, Suite 100, WichitaHQ
- 517 E 30th Ave, Hutchinson
- 718 Main Street, Hays
- 200 South Main Street, McPherson
- 6450 Sprint Parkway, Overland Park
- 1520 Kansas Avenue, Great Bend
Arkansas · 2 listed addresses
- 2532 Alexander Drive, Jonesboro
- 10809 Executive Center Drive, Little Rock
Contact and registration details
- Legal name
- Adamsbrown Wealth Consultants LLC
- Headquarters
- 358 N Main Street, Suite 100, Wichita, KS 67202
- Website
- adamsbrownwc.com
- Phone
- 316-262-6578
- @adams-brown-wealth-consultants
- SEC file
- 801-118670
- Structure
- Kansas LLC
- Fiscal year end
- December
AdamsBrown Wealth Consultants’ named custodian for separately managed accounts is Charles Schwab ($914M). AdamsBrown Wealth Consultants has custody of $608M for 1,068 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $914M100%
At year end, AdamsBrown Wealth Consultants’ separately managed accounts were mostly in funds (59%) and stocks (28%). Its reported 13F holdings for the quarter ended 30 June 2026 total $530M across 173 positions; the largest are Capital Group Growth ETF (9.9%), Invesco Exch Traded FD TR II (7.9%) and Invesco Exch Traded FD TR II (7.1%).
What the accounts hold
- Stocks28%
- Funds59%
- Registered funds57%
- Pooled vehicles2%
- Bonds6%
- U.S. government and agency bonds3%
- Investment grade corporate bonds2%
- State and local bonds1%
- Cash5%
- Other2%
- Derivatives1%
- Fee-based annuities1%
How many clients does AdamsBrown Wealth Consultants have?
AdamsBrown Wealth Consultants has 1,943 clients and manages $1.12 billion for them, as of August 2026. They include 1,554 individual clients, 264 high-net-worth individuals, and 82 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 August 2026
What services does AdamsBrown Wealth Consultants offer?
AdamsBrown Wealth Consultants provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does AdamsBrown Wealth Consultants charge?
AdamsBrown Wealth Consultants charges 0.50%–1.525% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.
Source: ADAMSBROWN DISCLOSURE BROCHURE AND PRIVACY POLICY, filed 11 February 2026
Which custodians does AdamsBrown Wealth Consultants use?
AdamsBrown Wealth Consultants’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $914M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 August 2026
How many financial advisors does AdamsBrown Wealth Consultants have?
AdamsBrown Wealth Consultants has 17 investment adviser representatives registered with state securities authorities, out of 22 employees, and 17 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 12 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does AdamsBrown Wealth Consultants invest in?
At the end of its last fiscal year, AdamsBrown Wealth Consultants’ separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities, 5% cash and equivalents, 3% U.S. government and agency bonds, 2% investment grade corporate bonds, 2% pooled vehicles (private funds and similar), 1% state and local bonds, 1% derivatives and 1% other. The 1% other category is described as: Fee-Based Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns AdamsBrown Wealth Consultants?
AdamsBrown Wealth Consultants’ direct owner is Adamsbrown LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 August 2026
How does AdamsBrown Wealth Consultants get paid?
AdamsBrown Wealth Consultants is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact AdamsBrown Wealth Consultants?
AdamsBrown Wealth Consultants’ main office is at 358 N Main Street, Suite 100, Wichita, KS 67202. Its phone number is 316-262-6578. Its website is adamsbrownwc.com.