ADC WEALTH MANAGEMENT, LLC
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About the firm
ADC Wealth Management, LLC is a fee-only Registered Investment Advisor offering investment advice and highly customized portfolio management to families and businesses across the country. The firm was founded by Douglas Castro, President and CEO, who has over 20 years of experience in the financial services industry. As a fiduciary, ADC Wealth Management serves clients' interests without conflicts of interest from commissions or proprietary products.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only investment management and advice, integrated approach to clients' entire financial situation, customized portfolio management, and fiduciary advisory services with an objective and independent viewpoint and no proprietary products.
Who they serve
Families and businesses across the country
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 59 | $23M |
| High Net Worth Individuals | 31 | $175M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 3 | $8.4M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ADC WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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