Gregory Adams
Optimist Capital · Palm Beach Gardens, Florida
Gregory Adams is a fee-only financial advisor at Optimist Capital in Palm Beach Gardens, Florida. Gregory focuses on retirement planning and estate & legacy planning. Optimist Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Optimist Capital |
|---|---|
| Based in | Palm Beach Gardens, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $96.7M across 70 accounts |
| SEC registration | Investment adviser representative in CA, FL · CRD 4091348 |
| Exams passed | Series 66 (1999) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.optimistcap.com |
| Profile |
How Gregory's firm compares
- Optimist Capital's average account is about $1.4 million, from its Form ADV (assets managed divided by 70 accounts).
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Questions about Gregory
Is Gregory Adams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Optimist Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, Optimist Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gregory Adams based?
Gregory Adams is based in Palm Beach Gardens, Florida.
What does Gregory specialize in?
Gregory's specialties include retirement planning and estate & legacy planning.
Is Gregory Adams registered with the SEC?
Yes. Gregory Adams is registered as an investment adviser representative in CA and FL (CRD 4091348), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Optimist Capital manage?
Optimist Capital reports $96.7M across 70 accounts in assets under management.
How do I contact Gregory Adams?
Through Gregory's website, www.optimistcap.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
- Optimist Capital website : specialties, clients served, and fees, checked October 30, 2026
- 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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