AP
CFA

Adam Justin Packer

17 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
231 advisors
Number of Clients
19,012 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$30.1B

Fee Structure

Prime Capital Financial offers various fee structures depending on the service. Asset management fees are charged either as part of a wrap fee program (advisory and transaction costs combined) or on a transaction-based pricing model (advisory fees plus separate transaction costs). They also offer financial planning and business consulting services, the fees for which are not detailed in this brochure. Minimum investment amounts are required, but the specific amount is not stated in this brochure.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness Owners
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Advisor Information

Office location

115 Wild Basin Rd Suite 100, Austin, TX, 78746

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Prime Capital Financial
February 2025 - Present · 11 mos
Previous Registrations
Sinecera Capital, LLC
August 2019 - March 2025 · 5 yrs 7 mos
Microventure Marketplace INC.Broker
June 2016 - June 2019 · 3 yrs
Morgan Stanley Broker
January 2014 - January 2016 · 2 yrs
Morgan Stanley
January 2014 - January 2016 · 2 yrs
UBS Financial Services INC.
January 2008 - January 2014 · 6 yrs
UBS Financial Services INC. Broker
November 2007 - January 2014 · 6 yrs 2 mos
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.