Brooks Jamison Adams
Investment adviser representative at Capital Financial Group, Inc.
10 yearsExperience
1 stateRegistered in
$237.4MFirm assets
7 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Capital Financial Group, Inc.Oct 2025 to now
- UnemployedFeb 2025 to Oct 2025
- Bae SystemsJan 2021 to Feb 2025
- UnemployedMay 2020 to Jan 2021
- Zap Engineering and ConstructionDec 2018 to May 2020
- Industrial Control LLCAug 2017 to Oct 2018
- Colorado State UniversityJan 2017 to Aug 2017
- Student In CollegeOct 2015 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
Capital Financial Group, Inc.
$237.4MAssets managed
238Clients
3Advisers
7 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
- 8186491
- Firm CRD
- 111709