TrueAdvisor
TrueAdvisor
AP
CFA
AP
CFA

Adam Justin Packer

Prime Capital Financial
17 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Prime Capital Financial
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
231 advisors
Number of Clients
19,012 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$30.1B

Fee Structure

Minimum Investment:$2.5K

Location

115 Wild Basin Rd Suite 100, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Prime Capital Financial
February 2025 - Present · 1 yr
Previous Registrations
Sinecera Capital, LLC
August 2019 - March 2025 · 5 yrs 7 mos
Microventure Marketplace INC.Broker
June 2016 - June 2019 · 3 yrs
Morgan StanleyBroker
January 2014 - January 2016 · 2 yrs
Morgan Stanley
January 2014 - January 2016 · 2 yrs
UBS Financial Services INC.
January 2008 - January 2014 · 6 yrs
UBS Financial Services INC.Broker
November 2007 - January 2014 · 6 yrs 2 mos
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.