Regional independent advisory firm focused on wealth management and financial planning for high-net-worth individuals, family offices and professionals. ADG Wealth Management Group LLC offers discretionary portfolio management, retirement planning, tax-aware investing and estate coordination, and partners with custodians and third-party managers to implement multi-asset strategies. Relevant to allocators and RIAs evaluating private client channels and distribution partnerships.
Regional independent advisory firm focused on wealth management and financial planning for high-net-worth individuals, family offices and professionals. ADG Wealth Management Group LLC offers discretionary portfolio management, retirement planning, tax-aware investing and estate coordination, and partners with custodians and third-party managers to implement multi-asset strategies. Relevant to allocators and RIAs evaluating private client channels and distribution partnerships.
Client-first wealth manager that structures multi-asset, tax-aware portfolios for high-net-worth individuals, families and professionals. Investment approach blends strategic asset allocation with tactical tilts and manager selection, emphasizing diversification, downside risk controls and liability-driven planning. Capital deployment favors fiduciary, fee-based solutions, discretionary mandates and curated third-party managers to deliver customized outcomes. Time horizon is long-term and goal-oriented; risk discipline centers on drawdown management, tax-efficiency and estate coordination to align investment decisions with retirement, legacy and cash-flow objectives.
Client-first wealth manager that structures multi-asset, tax-aware portfolios for high-net-worth individuals, families and professionals. Investment approach blends strategic asset allocation with tactical tilts and manager selection, emphasizing diversification, downside risk controls and liability-driven planning. Capital deployment favors fiduciary, fee-based solutions, discretionary mandates and curated third-party managers to deliver customized outcomes. Time horizon is long-term and goal-oriented; risk discipline centers on drawdown management, tax-efficiency and estate coordination to align investment decisions with retirement, legacy and cash-flow objectives.
| Trades 227 | Longs Won 162/227 71% | Profit Factor 25.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $633,926.6 |
| Average Win $188,871.34 | Best Trade (Aug 05) $7.92M | Sharpe Ratio -10.23 |
| Average Loss -$18,294.95 | Worst Trade (Jun 30) -$316,230.65 | Z-Score 8.92 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 6d | Expectancy $129,550.59 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,772 | 7,895 | 7,018 | 6,140 | 5,263 | 4,386 | 3,509 | 2,632 | 1,754 | 877 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc. | 5,388 | $1.36M | $1.76M | - | $400,410.64 | 29.51% | +0.306% |
AMZN Amazon.com Inc | 1,528 | $334,240.67 | $389,319.12 | - | $55,078.45 | 16.48% | -0.051% |
AVUV Avantis U.S. Small Cap Value ETF | 1,996 | $206,044.62 | $251,875.24 | - | $45,830.62 | 22.24% | +1.684% |
BOND PIMCO Active Bond Exchange-Traded Fund | 3,477 | $323,243.18 | $312,234.6 | - | -$11,008.58 | -3.41% | +0.045% |
BRK-B Berkshire Hathaway Inc. | 835 | $392,042.88 | $424,121.55 | - | $32,078.67 | 8.18% | +1.115% |
CVX Chevron Corporation | 8,111 | $1.17M | $1.72M | - | $545,911.19 | 46.47% | +0.521% |
DGRO iShares Core Dividend Growth ETF | 117,512 | $7.32M | $9.31M | - | $1.99M | 27.17% | +0.444% |
DIVB iShares Core Dividend ETF | 20,846 | $1.03M | $1.44M | - | $415,119 | 40.32% | +0.632% |
DVY iShares Select Dividend ETF | 12,655 | $1.73M | $2.08M | - | $356,023.35 | 20.63% | +1.05% |
FBND Fidelity Total Bond ETF | 4,911 | $225,807.34 | $219,153.37 | - | -$6,653.97 | -2.95% | +0.011% |
GOOG Alphabet Inc | 1,661 | $431,725.99 | $554,607.9 | - | $122,881.91 | 28.46% | +0.563% |
GTO Invesco Total Return Bond ETF | 4,770 | $225,789.12 | $218,966.85 | - | -$6,822.27 | -3.02% | +0.022% |
HDV iShares Core High Dividend ETF | 45,039 | $1.1M | $1.34M | - | $237,371.59 | 21.51% | +0.557% |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | 39,711 | $962,460 | $959,616.31 | - | -$2,843.69 | -0.3% | +0.021% |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | 29,190 | $708,508.99 | $703,916.85 | - | -$4,592.14 | -0.65% | -0.021% |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | 25,003 | $635,821.71 | $626,700.19 | - | -$9,121.52 | -1.43% | +0.06% |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | 25,440 | $591,733.4 | $582,957.6 | - | -$8,775.8 | -1.48% | +0.066% |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | 20,000 | $436,000 | $429,100 | - | -$6,900 | -1.58% | +0.07% |
IEFA iShares Core MSCI EAFE ETF | 31,708 | $2.65M | $3.16M | - | $515,059.66 | 19.45% | +0.408% |
IEUR iShares Core MSCI Europe ETF | 2,985 | $212,036.9 | $229,531.57 | - | $17,494.67 | 8.25% | +0.254% |