Adam M. Anschultz

KANAN ADVISORS

MALIBU, CA

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CRD#: 6800014

Professional summary

Adam Michael Anschultz is a registered financial advisor currently at KANAN ADVISORS located in Malibu, California.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Adam has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.

Freelance consulting for RIA's Depardo Consulting under my LLC Anschultz Consulting. The work is not investment related in any capacity - and is entirely focused on organizational structure and technology development.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Michael Anschultz'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 28, 2026 - Present

KANAN ADVISORS

RIA

CRD#: 337890

MALIBU, CA

Past

June 12, 2017 - May 12, 2025

INTEGRITY FINANCIAL CORPORATION

RIA

CRD#: 137125

ST. AUGUSTINE, FL

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

California
(7/28/2026)

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Exams

State Security Law Exam

IAR

Series 65

Date: 6/12/2017

Uniform Investment Adviser Law Examination

Current Firm

KANAN ADVISORS

KANAN ADVISORS | KANAN ADVISORS, LLC

CRD#: 337890 / SEC#:

California

Registered Investment Advisory firm - (9/30/2025 Approved)

Texas

Registered Investment Advisory firm - (11/17/2025 Conditional Restricted)

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Contact information

Main Address

Malibu, CA

Mailing Address

Phone number

(818) 523-1280

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Adam M. Anschultz

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Michael Anschultz's CRS (Customer Relationship Summary).

Certified licenses

Experience

KANAN ADVISORS

INTEGRITY FINANCIAL CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 6/12/2017

Current Firm

KANAN ADVISORS

Contact information

Documents

Red Flags

Company Information

KANAN ADVISORS

TRUST BUT VERIFY

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