Mitchell R. Moncur

ADAMS WEALTH ADVISORS

Logan, UT 84321

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CRD#: 6540047

Professional summary

Mitchell R Moncur is a registered financial advisor currently at ADAMS WEALTH ADVISORS located in Logan, Utah.

Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Mitchell has worked at 2 firms and has passed the Series 65 exam.

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.

Name: Jones Simkins CPA Firm, Investment Related: No, Address: 41 N Rio Grand St #101, SLC, UT, Nature: CPA Firm, Position: Manager, Title: Manager, Start Date: 01/2004, Hours per Month: 160, Trading Hours: 8, Duties: Help manage the CPA firm. Name: Teton Wasatch Ski Co., Investment Related: No, Address: 979 S. Silvertree Lane, North Salt Lake CIty, UT 84054, Nature: Ski Retailer, Position: Owner, Title: Owner, Hours per Month: 2, Trading Hours: 0, Duties: Manage online retailer. Online Retailer.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell R Moncur's CRS (Customer Relationship Summary).

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

October 10, 2017 - Present

ADAMS WEALTH ADVISORS

Office #1: 701 S Main Suite #400, Logan, UT 84321

RIA

CRD#: 286087

Logan, UT

Past

August 4, 2015 - October 2, 2017

ALLEGIS INVESTMENT ADVISORS, LLC

RIA

CRD#: 157314

LOGAN, UT

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".

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

Utah
(10/10/2017)

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 65

Date: 5/20/2015

Uniform Investment Adviser Law Examination

Current Firm

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)

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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

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADAMS WEALTH MANAGEMENT, LLC ADV PART 2A BROCHURE (5/20/2025)

Regulatory assets under management

Total Number of Accounts	717
AUM (Assets Under Management)	$ 709,063,569

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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Mitchell R. Moncur

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell R Moncur's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADAMS WEALTH ADVISORS

ALLEGIS INVESTMENT ADVISORS, LLC

Primary Firm SEC Registration

ADAMS WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/20/2015

Current Firm

ADAMS WEALTH ADVISORS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADAMS WEALTH ADVISORS

TRUST BUT VERIFY

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