{"url":"https://nivawealth.com/firms/adg-wealth-management-group-132341","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/132341","regulatoryAum":336337565,"crd":"132341","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2798030","suffix":null,"lastName":"ADAMS","firstName":"PIERRE","middleName":"LEMOINE"},{"crd":"4571403","suffix":"IV","lastName":"DANNA","firstName":"NICHOLAS","middleName":"ALOYSIUS"},{"crd":"3072708","suffix":null,"lastName":"KELLY","firstName":"STEPHANIE","middleName":"Barousse"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-22","regulatoryAum":286934477,"clients":559,"employees":6,"offices":1},{"filedOn":"2022-03-17","regulatoryAum":341395704,"clients":553,"employees":6,"offices":1},{"filedOn":"2023-03-27","regulatoryAum":236762721,"clients":554,"employees":5,"offices":1},{"filedOn":"2024-03-21","regulatoryAum":279123660,"clients":573,"employees":5,"offices":1},{"filedOn":"2025-03-24","regulatoryAum":309647951,"clients":596,"employees":5,"offices":1},{"filedOn":"2026-02-25","regulatoryAum":336337565,"clients":569,"employees":4,"offices":1}],"secFileNumber":"801-81006","legalName":"Adg 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They include 406 individual clients, 149 high-net-worth individuals, and 14 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does ADG Wealth Management Group offer?","answer":"ADG Wealth Management Group 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does ADG Wealth Management Group charge?","answer":"ADG Wealth Management Group charges up to 2.00% a year for its Active money management services. The fee is billed in arrears and is negotiable.","source":"ADV PART 2A FIRM BROCHURE, filed 25 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does ADG Wealth Management Group use?","answer":"ADG Wealth Management Group’s separately managed account assets are held at National Financial Services LLC (Jersey City, NJ), with $327M. 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 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does ADG Wealth Management Group have?","answer":"ADG Wealth Management Group has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 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 ADG Wealth Management Group invest in?","answer":"At the end of its last fiscal year, ADG Wealth Management Group’s separately managed accounts held 53% exchange-traded equities, 37% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents and 2% U.S. government and agency bonds.","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 ADG Wealth Management Group?","answer":"ADG Wealth Management Group is owned through holding companies by Danna Wealth Management LLC and Adams Capital Advisors, LLC. Its direct owners are Nicholas Danna (50% to 75%) and Pierre Adams (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 25 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does ADG Wealth Management Group get paid?","answer":"ADG Wealth Management Group is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact ADG Wealth Management Group?","answer":"ADG Wealth Management Group’s main office is at 433 Metairie Road, Suite 500, Metairie, LA 70005. Its phone number is 504-267-9880. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}