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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ade have?","answer":"Ade has 6 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. 6 employees are registered representatives of a broker-dealer and 6 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ade invest in?","answer":"At the end of its last fiscal year, Ade’s separately managed accounts held 55% exchange-traded equities, 41% registered funds (mutual funds, ETFs, BDCs), 1% state and local bonds, 1% investment grade corporate bonds, 1% derivatives and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ade?","answer":"Ade’s direct owners are Gregory Armstrong, Katie Brown and Hugh Breslin, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 25 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ade get paid?","answer":"Ade is paid through a percentage of assets under management and fixed fees. 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