Adam Philipp
Philipp Capital Advisors · Shaker Heights, Ohio
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.
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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 | $14.3M across 20 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 7497098 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.philippca.com |
| Profile |
How Adam's firm compares
- Philipp Capital Advisors's average account is about $717,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Adam
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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