SA
Steven C. Adams
ADAMS WEALTH ADVISORS
Logan, UT 84321
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CRD#: 2627265
SA
Professional summary
Steven Craig Adams, CFP®, who also goes by Craig Steven Adams, Craig Adams, S Craig Adams, S. C Adams, Scraig Adams, is a registered financial advisor currently at ADAMS WEALTH ADVISORS located in Logan, Utah.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Steven has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Education Planning
Employee and Employer Plan Ben...
Retirement Planning
Estate Planning
Investment Planning
Comprehensive Financial Planni...
Insurance Planning
Are you a "fiduciary"?
Yes
Aliases
Craig Steven Adams | Craig Adams | S Craig Adams | S. C Adams | Scraig Adams
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.
Bear Hollow Ranch, No, 14870 N. Bear Hollow Dr., Collinston UT 84306, Hospitality, Managing Member, 1/1/2012, 5, 0, Manage the LLC Crossroads Ranches Estates LLC, No, 14870 N. Bear Hollow Dr., Collinston UT 84306, Real Estate Development, Managing Member, 1/1/2012, 5, 0, Manage the LLC Kokopelli Investments LLC, No, 14870 N. Bear Hollow Dr., Collinston UT 84306, Real Estate Development, Managing Member, 1/1/2012, 5, 0, Manage the LLC Bear Hollow Resorts, No, 14870 N. Bear Hollow Dr., Collinston UT 84306, Hospitality, Managing Member, 1/1/2012, 5, 0, Manage the LLC Name: Rivers Edge Holdings Investment Related: No Address: 14870 N Bear Hollow Dr., Collinston UT 84306 Nature: Development Position: Member Start Date: 1/1/2017 Hours Per Month: 2 Hours During Trading Hours: 0 Duties: Co-manage the LLC Name: Logan Business Gateway, LLC Investment Related: No Address: 701 S. Main, Logan, UT Nature: Real Estate Development Position: Member Manager Start Date: 1/1/2019 Hours Per Month: 2 Hours During Trading Hours: 0 Duties: Manage the LLC Name: Inspire Capital, LLC Investment Related: No Address: 701 S. Main, Logan, UT 84321 Nature: Real Estate Development and Management Position: Managing Member Start Date: 12/1/2022 Hours Per Month: 5 Hours During Trading Hours: 0 Duties: Manage the LLC Name: Inspire Capital Family Office, LLC Investment Related: No Address: 14870 N. Bear Hollow Dr., Collinston UT 84306 Nature: Management Position: Member Start Date: 12/1/2022 Hours Per Month: 2 Hours During Trading Hours: 0 Duties: Manage the LLC Name: Inspire Guarantee Services, LLC Investment Related: No Address: 14870 N. Bear Hollow Dr., Collinston UT 84306 Nature: Manage loan guarantee services Position: Member Start Date: 12/1/2022 Hours Per Month: 2 Hours During Trading Hours: 0 Duties: Manage the LLC Name: AWA Consulting, LLC Investment Related: No Address: 14870 N. Bearh Hollow Dr., Collinston UT 84306 Nature: Aviation management and ownership Position: Managing Member Start Date: 02/05/2021 Hours Per Month: 5 Hours During Trading Hours: 0 Duties: Manage the LLC Name: 87 West Partners, LLC Investment Related: No Address: 3877 West Slalom Way, Collinston UT 84306 Nature: Real Estate Development Position: Managing Member Start Date: 7/2/2018 Hours Per Month: 2 Hours During Trading Hours: 0 Duties: Manage the LLC Name: Logan 100 West, LLC Investment Related: No Address: 3877 West Slalom Way, Collinston UT 84306 Nature: Real Estate Development Position: Managing Member Start Date: 7/2/2018 Hours Per Month: 2 Hours During Trading Hours: 0 Duties: Manage the LLC Name: CacheTech Inc. Investment Related: Yes Address: 701 S Main STE 400, Logan UT 84321 Nature: Technology company for RIAs Position: Owner Start Date: 7/1/2023 Hours Per Month: 1 Hours During Trading Hours: 0 Duties: Help with management of the company.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Craig Adams'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: 2005
Experience
Current
September 12, 2017 - Present
ADAMS WEALTH ADVISORS
Office #1: 701 S Main Suite #400, Logan, UT 84321RIA
CRD#: 286087
Logan, UT
Past
June 29, 2015 - September 18, 2017
ALLEGIS INVESTMENT SERVICES, LLC
BD
CRD#: 168557
Logan, UT
Past
June 26, 2015 - October 2, 2017
ALLEGIS INVESTMENT ADVISORS, LLC
RIA
CRD#: 157314
LOGAN, UT
Past
June 15, 2012 - June 29, 2015
STRATOS WEALTH PARTNERS, LTD
RIA
CRD#: 153184
LOGAN, UT
Past
June 8, 2012 - July 7, 2015
LPL FINANCIAL LLC
BD
CRD#: 6413
LOGAN, UT
Past
June 1, 2009 - June 14, 2012
MORGAN STANLEY
RIA
CRD#: 149777
LOGAN, UT
Past
June 1, 2009 - June 14, 2012
MORGAN STANLEY
BD
CRD#: 149777
LOGAN, UT
Past
November 26, 2001 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
LOGAN, UT
Past
October 15, 2001 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
LOGAN, UT
Past
July 26, 1999 - October 26, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
June 27, 1995 - September 21, 1999
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ADAMS WEALTH ADVISORS
ADAMS INVESTMENT MANAGEMENT | CACHETECH | AIM VENTURA CAPITAL | ADAMS WEALTH MANAGEMENT LLC | ADAMS WEALTH ADVISORS
CRD#: 286087 / SEC#: 801-110862
RIA
Registered Investment Advisory firm - (7/24/2017 Approved)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
Texas(2/7/2018)
IAR
Utah(9/12/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AW
ADAMS WEALTH ADVISORS
ADAMS INVESTMENT MANAGEMENT | CACHETECH | AIM VENTURA CAPITAL | ADAMS WEALTH MANAGEMENT LLC | ADAMS WEALTH ADVISORS
CRD#: 286087 / SEC#: 801-110862
RIA
Registered Investment Advisory firm - (7/24/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
701 S Main Suite #400, Logan, UT 84321
Mailing Address
Phone number
(435) 752-1702
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 717 |
| AUM (Assets Under Management) | $ 709,063,569 |
Red Flags
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Company Information
ADAMS WEALTH ADVISORS
CRD#: 286087Logan, UT 84321TRUST BUT VERIFY
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Contact information
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