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Adag, LLC (Columbia)


Adag, LLC is an adviser based in Columbia. It manages $54.12 million of regulatory assets for 188 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Florida, Louisiana, Maryland, and Virginia.

Adag provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Adag: assets under management

The assets under management (AUM) of Adag, LLC is $54.12 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $54.12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $287.86 thousand each.
Adag has custody of $54.12 million in cash and securities for 188 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Adag, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Columbia

The principal office where Adag, LLC performs its advisory services is located at 6700 Alexander Bell Drive, Columbia, MD 21046, which is also the mailing address of the firm. An additional office of the firm is in Towson, MD. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 410-884-3120 or by fax 410-884-3119. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.


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