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Member · Adams Wealth Advisors

Steven C. Adams

CRD 2627265 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Adams Wealth Advisors, an SEC-registered wealth manager based in Logan, UT with $566 million in regulatory assets, lists Steven C. Adams on its Form ADV as Member, a control person. The SEC filings also name Steven at 1 other registered adviser.

Firms and roles

  • Adams Wealth AdvisorsMemberWealth manager · Logan, UT · $566M in regulatory assets
  • CachetechOwnerAsset manager · Logan, UT · $547M in regulatory assets

AtlasMembers

Steven’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

3 more people named with Steven on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.