Adam Howard Wolf
CFP®Professional Summary
Adam Howard Wolf, CFP® is a registered financial advisor currently at COYLE CAPITAL, LLC located in Jacksonville, Florida. Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Adam has worked at 5 firms and has passed the Series 65 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
1626 WEALTH MANAGEMENT & RETIREMENT PLANNING | WOLF RETIREMENT NAVIGATION | WHITE, BRANDON E | COYLE CAPITAL, LLC | B&D WHITE CAPITAL COMPANY, LLC
Contact Information
Main Address
2802 Flintrock Trace Suite B109, Lakeway, TX 78738Phone Number
(512) 522-9043# of Employees
7SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
735AUM (Assets Under Management)
$925,191,253Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
1626 WEALTH MANAGEMENT & RETIREMENT PLANNING | WOLF RETIREMENT NAVIGATION | WHITE, BRANDON E | COYLE CAPITAL, LLC | B&D WHITE CAPITAL COMPANY, LLC
State Registrations and Notice Filings
(6/16/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2010About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Adam Howard Wolf's CRS (Customer Relationship Summary).
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