Craig Adams
Chief Executive Officer at Adams Wealth Management LLC
Profile
Craig is the founder and partner of AIM Ventura Capital and the Managing Director of Adams Wealth Advisors.
He is responsible for advising clients on a wide range of personal finance topics, from retirement to fixed income analysis.
He has 20+ years of experience working at major financial advisory firms, including his most recent role as Senior Portfolio Manager at Morgan Stanley Smith Barney.
Craig has acted in a portfolio manager capability since 2001 and continues to work with client portfolio strategies.
For over two decades, Craig has provided clients throughout the United States and abroad with comprehensive financial planning services and portfolio management from the AWA headquarters in Northern Utah.
Craig has a BS in finance from Utah State University and is Certified Financial Planner.
Did we mention he is an avid water skier? If he’s not in the office and the air temperature is above freezing, you can bet he’s being pulled behind a boat.
The entire Adams Family loves nothing more than an adventure filled day at the lake!
Craig Adams active positions
Companies | Position | Start |
---|---|---|
Adams Wealth Management LLC
Adams Wealth Management LLC Investment ManagersFinance Adams Wealth Management LLC (Adams Wealth) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Logan, Utah. Founded in 2016, Adams Wealth provides investment advisory services to individuals and high net worth individuals, and advisory and sub-advisory services to other investment advisers and pooled investment vehicles. | Chief Executive Officer | 01/07/2017 |
Adams Wealth Management LLC /Private Equity/
Adams Wealth Management LLC /Private Equity/ Investment ManagersFinance Adams Wealth Management LLC /Private Equity/ (Adams Wealth Management) is the operating division of Adams Wealth Management LLC for the management of AIM Ventura Capital Fund a growth equity fund founded in 2019 by Greg Cole and S. Craig Adams. The firm is headquartered in Logan, Utah. | Founder | 01/01/2019 |
Former positions of Craig Adams
Companies | Position | End |
---|---|---|
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | 01/06/2015 |
Stratos Wealth Partners Ltd.
Stratos Wealth Partners Ltd. Investment ManagersFinance Stratos Wealth Partners Ltd. (SWP) is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2008 by James Lupica and Jeffrey Concepcion. They are owned subsidiary of Stratos Intermediate Holdco LLC. SWP offers investment advisory services to individuals, individual retirement accounts (IRAs), banks and thrift institutions, pension and profit- sharing plans, including plans subject to Employee Retirement Income Security Act of 1974 (ERISA), trusts, estates, charitable organizations, corporations and other business entities. | Corporate Officer/Principal | 01/06/2015 |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Corporate Officer/Principal | 01/06/2012 |
Merrill Lynch Investment Managers LP
Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ. | Consultant / Advisor | 01/01/2001 |
Training of Craig Adams
Utah State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
---|---|
Merrill Lynch Investment Managers LP
Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ. | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Finance |
Stratos Wealth Partners Ltd.
Stratos Wealth Partners Ltd. Investment ManagersFinance Stratos Wealth Partners Ltd. (SWP) is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2008 by James Lupica and Jeffrey Concepcion. They are owned subsidiary of Stratos Intermediate Holdco LLC. SWP offers investment advisory services to individuals, individual retirement accounts (IRAs), banks and thrift institutions, pension and profit- sharing plans, including plans subject to Employee Retirement Income Security Act of 1974 (ERISA), trusts, estates, charitable organizations, corporations and other business entities. | Finance |
Adams Wealth Management LLC
Adams Wealth Management LLC Investment ManagersFinance Adams Wealth Management LLC (Adams Wealth) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Logan, Utah. Founded in 2016, Adams Wealth provides investment advisory services to individuals and high net worth individuals, and advisory and sub-advisory services to other investment advisers and pooled investment vehicles. | Finance |
Adams Wealth Management LLC /Private Equity/
Adams Wealth Management LLC /Private Equity/ Investment ManagersFinance Adams Wealth Management LLC /Private Equity/ (Adams Wealth Management) is the operating division of Adams Wealth Management LLC for the management of AIM Ventura Capital Fund a growth equity fund founded in 2019 by Greg Cole and S. Craig Adams. The firm is headquartered in Logan, Utah. | Finance |
- Stock Market
- Insiders
- Craig Adams