Adam Richard Stalnaker
Investment adviser representative at Rockport Wealth Advisors
13 yearsExperience
3 statesRegistered in
$676.4MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Private Client ServicesJan 2021 to now
- Rockport Wealth AdvisorsJul 2018 to now
- Ars Capital, IncJun 2018 to now
- Rockport Wealth, LLC dba Rockport Wealth AdvisorsMay 2018 to now
- Cetera Advisors LLCDec 2013 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (IN, OH, TX).
Rockport Wealth Advisors
Legal name: Rockport Wealth, LLC
$676.4MAssets managed
1,623Clients
8Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5675604
- Firm CRD
- 297122