Adam Neil Mauldin
Investment adviser representative at Rightoak Asset Management, LLC
14 yearsExperience
2 statesRegistered in
$111.9MFirm assets
1 yearFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Rightoak Asset Management, LLCFeb 2026 to now
- Rightoak Asset Management d/b/a Dominion FinancialJan 2026 to now
- Self EmployedMay 2012 to now
- Vader's VaultFeb 2021 to Apr 2022
- Hampton InnMar 2018 to Nov 2020
- Character VisitsApr 2017 to Jun 2019
- Selp EmployedMay 2012 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Rightoak Asset Management, LLC
$111.9MAssets managed
742Clients
9Advisers
1 yearIn 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
- 8213758
- Firm CRD
- 337832