Brian Adcock is a registered investment advisor at Rollingwave Capital, based in Atlantic Beach, FL. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 67 clients with $21M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
67 clients
Average Client Portfolio
$313K average
Assets Under Management
$21.0M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $750K | 1.75% |
| $750K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are applied as a single negotiated rate across the entire portfolio balance rather than tiered brackets. Actual rates range from 1.0% to 2.0% and are negotiable based on account size, complexity, and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Atlantic Beach, FL
Get directionsHistory
Regulatory History (1)
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Criminal
February 1980Final Disposition
Employment History
Current Registrations
Rollingwave Capital
September 2026 - Present · 1 mo
State Registrations1 state
FL
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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