# Adam Philipp

> Adam Philipp is a fee-only financial advisor at Philipp Capital Advisors in Shaker Heights, Ohio, who holds the CFP credential. Philipp Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/adam-philipp/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Philipp Capital Advisors
- **Based in:** Shaker Heights, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $14.3M across 20 accounts
- **Credentials:** CFP
- **CRD:** 7497098 (https://adviserinfo.sec.gov/individual/summary/7497098)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 65 (2021)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.philippca.com/

## Frequently asked questions

### Is Adam Philipp a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Philipp Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam's firm, Philipp Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Adam Philipp based?

Adam Philipp is based in Shaker Heights, Ohio.

### What credentials does Adam Philipp hold?

Adam Philipp holds the CFP credential.

### Is Adam Philipp registered with the SEC?

Yes. Adam Philipp is registered as an investment adviser representative in OH (CRD 7497098), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Philipp Capital Advisors manage?

Philipp Capital Advisors reports $14.3M across 20 accounts in assets under management.

### How do I contact Adam Philipp?

Through Adam's website, www.philippca.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7497098): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.