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AB

Arthur D. Brunson

ADB CAPITAL MANAGEMENT
EUGENE, OR 97401
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CRD#: 1582839
AB

Professional summary


Arthur D Brunson, CFP®, who also goes by Art Brunson, Arthur Dwayne Brunson, is a registered financial advisor currently at ADB CAPITAL MANAGEMENT, LLC located in Eugene, Oregon.

Arthur is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Arthur has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Art Brunson | Arthur Dwayne Brunson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Arthur D Brunson's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2008

Experience


Current

December 16, 2010 - Present

ADB CAPITAL MANAGEMENT, LLC

Office #1: 401 E. 10th Avenue Suite 245, Eugene, OR 97401
RIA
CRD#: 155619
EUGENE, OR
Past

November 18, 1997 - November 21, 2005

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
EUGENE, OR
Past

April 17, 1993 - November 28, 1997

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

December 8, 1986 - April 8, 1993

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oregon
(12/16/2010)
IAR
Texas
(6/5/2015)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/13/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 12/13/1991
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


AC
ADB CAPITAL MANAGEMENT, LLC
ADB CAPITAL MANAGEMENT, LLC

CRD#: 155619 / SEC#:

Oregon
Registered Investment Advisory firm - (12/16/2010 Approved)
Texas
Registered Investment Advisory firm - (6/5/2015 Approved)
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Contact information


Main Address
403 Portway Avenue Suite 300, Hood River, OR 97031
Mailing Address
Phone number
(541) 302-5814
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts31
AUM (Assets Under Management)$ 32,760,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ADB CAPITAL MANAGEMENT, LLC

CRD#: 155619Eugene, OR 97401

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