David K. Adair

FRENCH CAPITAL MANAGEMENT

Eagle Mountain, UT

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CRD#: 2851331

Professional summary

David Keith Adair is a registered financial advisor currently at FRENCH CAPITAL MANAGEMENT, LLC located in Eagle Mountain, Utah.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. David has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7, Series 4, Series 24, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 David Keith Adair'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®

None

Experience

Current

July 23, 2025 - Present

FRENCH CAPITAL MANAGEMENT, LLC

RIA

CRD#: 177517

Eagle Mountain, UT

Past

August 8, 2024 - August 28, 2024

EDELMAN FINANCIAL ENGINES

RIA

CRD#: 104510

EAGLE MOUNTAIN, UT

Past

July 13, 2018 - April 22, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

Salt Lake City, UT

Past

January 28, 2014 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SALT LAKE CITY, UT

Past

January 2, 2014 - April 22, 2024

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SALT LAKE CITY, UT

Past

July 25, 2006 - July 10, 2012

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SALT LAKE CITY, UT

Past

January 27, 2004 - January 26, 2006

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

January 3, 2003 - December 31, 2004

CYBERTRADER, INC.

CRD#: 44523

AUSTIN, TX

Past

August 5, 1997 - January 23, 2003

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

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

Florida
(7/23/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/6/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/7/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 8/11/2003

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 8/1/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 10/11/2006

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 8/3/2004

General Securities Principal Examination

Principal/Supervisory Exam

Series 9

Date: 5/11/2000

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 4/26/2000

General Securities Sales Supervisor - General Module Examination

Current Firm

FRENCH CAPITAL MANAGEMENT, LLC

FRENCH CAPITAL MANAGEMENT, LLC | FRENCH, JASON IAN

CRD#: 177517 / SEC#: 802-83168

Florida

Registered Investment Advisory firm - (10/5/2018 Approved)

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Contact information

Main Address

13080 Silver Oak Drive, Jacksonville, FL 32223

Mailing Address

13080 Silver Oak Drive, Jacksonville, FL 32223

Phone number

(904) 479-8843

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

SEC / JURISDICTION	REPORTING STATUS	EFFECTIVE DATE
SEC	ERA - Withdrawn	10/5/2018
Florida	ERA - Withdrawn	7/19/2018

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.

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Advisor Monitoring

Firm Stability Insights

David K. Adair

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Keith Adair's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDELMAN FINANCIAL ENGINES

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

FIDELITY BROKERAGE SERVICES LLC

CHARLES SCHWAB & CO., INC.

CYBERTRADER, INC.

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/6/2014

Series 63

Date: 8/7/1997

SIE

Date: 10/1/2018

Series 3

Date: 8/11/2003

Series 7

Date: 8/1/1997

Series 4

Date: 10/11/2006

Series 24

Date: 8/3/2004

Series 9

Date: 5/11/2000

Series 10

Date: 4/26/2000

Current Firm

FRENCH CAPITAL MANAGEMENT, LLC

Contact information

Documents

Exempt reporting advisers

Red Flags

Company Information

FRENCH CAPITAL MANAGEMENT, LLC

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