Ade, LLC
ADE, LLC is a registered investment adviser headquartered in Baltimore, Maryland, United States. The firm was founded in the early 2010s (exact founding year not specified but EDGAR filings date to 2011), and as of 2024, it employs 6 staff members, all of whom are investment professionals and brokers. ADE, LLC primarily serves individual clients, both high net worth and others, with additional advisory for a small number of businesses and charitable organizations. Its regulatory filings and client breakdown indicate a focus on wealth management and fiduciary investment services for U.S.-based clients.
Investment Strategy
ADE, LLC utilizes a diversified investment strategy focused on portfolio management and customized wealth solutions for individual investors. The firm invests across equities, bonds, and ETFs, with a significant portion of its assets allocated to major index funds and blue-chip stocks. Its filings indicate continuous portfolio rebalancing, new position initiation, and proportionate reductions in specific holdings, suggesting an active but risk-aware approach. The client breakdown and discretionary asset management emphasize fiduciary responsibility and tailored financial planning to suit client goals and circumstances.
Top Holdings
Equity Positions (79)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 13.77% | $25.9M | 45,570 | $365.81 | $568.03 | +$2.7M |
I IVV | ISHARES TR | 9.84% | $18.5M | 29,781 | $389.56 | $620.90 | +$1.7M |
T TCAF | T ROWE PRICE ETF INC | 9.56% | $18.0M | 509,206 | $32.03 | $35.28 | +$2.2M |
V VEA | VANGUARD TAX-MANAGED FDS | 8.10% | $15.2M | 267,089 | $47.26 | $57.01 | +$1.8M |
B BNDX | VANGUARD CHARLOTTE FDS | 7.48% | $14.1M | 284,142 | $52.63 | $49.51 | -$474 |