AH
AH

Adam Mitchell Headley

2 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
232 advisors
Number of Clients
6,729 clients
Average Client Portfolio
$874K average
Assets Under Management
$5.9B

Fee Structure

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Location

10050 Innovation Drive, Suite 140, Dayton, OH, 45342

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Farther
October 2025 - Present · 4 mos
Previous Registrations
Mckinley Carter Wealth Services, INC.
July 2023 - November 2025 · 2 yrs 4 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.
Adam Mitchell Headley - Financial Advisor | TrueAdvisor