Michael Raymond Adams
Professional Summary
Michael Raymond Adams, who also goes by Michael Adams, is a registered financial advisor currently at BROOKSTONE CAPITAL MANAGEMENT LLC located in Melbourne, Florida. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Michael has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael Adams
Similar Advisors
KREHBIEL FINANCIAL LLC
J.W. COLE FINANCIAL, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
KREHBIEL FINANCIAL LLC
J.W. COLE FINANCIAL, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
KREHBIEL FINANCIAL LLC
J.W. COLE FINANCIAL, INC.
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.
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.
Similar Advisors
KREHBIEL FINANCIAL LLC
J.W. COLE FINANCIAL, INC.
Years of Experience
1 years in the financial services industry
Current & Past Employments
Similar Advisors
KREHBIEL FINANCIAL LLC
J.W. COLE FINANCIAL, INC.
Current Firm
BROOKSTONE CAPITAL MANAGEMENT LLC | XL ADVISORS LLC
Contact Information
Main Address
1745 S. Naperville Road Suite 200, Wheaton, IL 60189Phone Number
(630) 653-1400# of Employees
405SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
81,900AUM (Assets Under Management)
$12,750,129,748Similar Advisors
KREHBIEL FINANCIAL LLC
J.W. COLE FINANCIAL, INC.
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.
Similar Advisors
KREHBIEL FINANCIAL LLC
J.W. COLE FINANCIAL, INC.
Primary Firm SEC Registration
BROOKSTONE CAPITAL MANAGEMENT LLC | XL ADVISORS LLC
State Registrations and Notice Filings
(9/18/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
KREHBIEL FINANCIAL LLC
J.W. COLE FINANCIAL, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Raymond Adams's CRS (Customer Relationship Summary).
Similar Advisors
KREHBIEL FINANCIAL LLC
J.W. COLE FINANCIAL, INC.
