AW
CFP

Adam Howard Wolf

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
320 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$800.5M

Fee Structure

Minimum Investment:None

BDW Capital's annual fee for portfolio management, family office, and wealth planning services ranges from 0.25% to 2.5% of assets under management. The final fee is negotiable and included in the Investment Advisory Agreement. Fees are billed monthly or quarterly based on the value of the client's accounts on the last business day of the previous billing period. There is no account minimum, but BDW Capital reserves the right to terminate accounts that are too small to manage effectively.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Loading...

Advisor Information

Office location

2802 Flintrock Trace, Suite B109, Lakeway, TX, 78738

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 2017
Final
Other Business ActivitiesSells Insurance

Adam owns Wolf Retirement Navigation LLC, where he sells insurance, dedicating full-time hours to the business. He also owns Jacksonville Retirement Academy, where he provides financial education, and Wolf Tax LLC, where he does tax preparation and accounting, dedicating a few hours per week to each.

Employment History
Current Registrations
Coyle Capital, LLC
June 2021 - Present · 4 yrs 7 mos
Previous Registrations
Retirement Wealth Advisors, LLC
July 2014 - October 2021 · 7 yrs 3 mos
Wolf Investment Advisors LLC
January 2014 - October 2014 · 9 mos
Magdalein & Stratton Retirement Investment Strategies, LLC
February 2012 - November 2013 · 1 yr 9 mos
Qa3 Financial CORP.Broker
December 2010 - February 2011 · 2 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Adam Howard Wolf - Financial Advisor | AdvisorDiscover