Wealth manager, independent · Wichita, KS
Adamsbrown Wealth Consultants LLC
SEC-registered investment adviser · CRD 308410 · SEC 801-118670
At a glance
Adamsbrown Wealth Consultants LLC is an SEC-registered investment adviser based in Wichita, Kansas, with $1.1B in regulatory assets under management as of its Form ADV filed August 18, 2026. It reports 1,818 individual clients, 264 of them high-net-worth, holding an average of about $0.5 million each, and 22 employees. That ranks it 984th among the nation’s 5,657 independent wealth management RIAs and 18th of 74 in Kansas. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 316-262-6578adamsbrownwc.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among independent wealth managers
- #984 of 5,657
- Rank among all SEC RIAs
- #5,037 of 17,210
- Rank in Kansas
- #18 of 74
- Individual clients
- 1,818
- High-net-worth clients
- 264
- Accounts
- 5,018
- Discretionary
- 87% of AUM
- Employees
- 22
- Advisory staff
- 17
- Offices
- 8
Owners and executives on its Form ADV
- Justin T. MitchellPartner and Wealth Consultant
- Brenda L. BickleWealth Operations Manager and Chief Compliance Officer
- Chad E. SomersChief Executive Officer
- Jared VitztumChief Investment Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Adamsbrown Wealth Consultants LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 264 | $602M | 54% |
| Individuals | 1,554 | $328M | 29% |
| Pension and profit sharing plans | 82 | $157M | 14% |
| Corporations or other businesses | 43 | $28M | 2% |
| Charitable organizations | – | $7M | <1% |
Disciplinary disclosures
Adamsbrown Wealth Consultants LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗adamsbrownwc.com ↗
AtlasMembers
The full record on Adamsbrown Wealth Consultants LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 3,249 peers of its type and size
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- Owners and executives, with titles and stakes
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- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Kansas
All of Kansas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Lexaurum AdvisorsOverland Park | $1.3B | 2,189 |
| Financial Partners Group, Inc.Overland Park | $1.1B | 1,213 |
| Waterfront Wealth Inc.Overland Park | $1.1B | 792 |
| Stepp & Rothwell IncOverland Park | $1.1B | 339 |
Background
Questions
How much does Adamsbrown Wealth Consultants LLC manage?
Adamsbrown Wealth Consultants LLC reports $1.1B in regulatory assets under management across 5,018 accounts, 87% of it on a discretionary basis, on its Form ADV filed August 18, 2026.
How many clients does Adamsbrown Wealth Consultants LLC have?
It reports 1,818 individual clients: 264 high-net-worth individuals and 1,554 other individuals. Individuals account for about 83% of its regulatory assets.
Where is Adamsbrown Wealth Consultants LLC headquartered?
Its main office is in Wichita, Kansas. It reports 8 offices in total and 22 employees, 17 of whom perform investment advisory functions.
How does Adamsbrown Wealth Consultants LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Adamsbrown Wealth Consultants LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed August 18, 2026, it reports these amounts held: Charles Schwab ($914M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Adamsbrown Wealth Consultants LLC a hybrid RIA with a broker-dealer?
Adamsbrown Wealth Consultants LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Adamsbrown Wealth Consultants LLC a fiduciary?
As an SEC-registered investment adviser, Adamsbrown Wealth Consultants LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Adamsbrown Wealth Consultants LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →