Adam James Sinclair
Financial advisor at Cliftonlarsonallen Wealth Advisors, LLC · Tampa, FL
Last updated 2026-10-10
Claim your profileAdam James Sinclair is a financial advisor at Cliftonlarsonallen Wealth Advisors, LLC in Tampa, FL, CRD 7026875. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2021-10-15.
Registration
- CRD number
- 7026875
- Registration status
- Active
- IAPD registration
- 2021-10-15
- Industry Experience
- 4 years
- Work Experience
- 10 years
- States registered
- FL, GA, NC, TX
Licenses and exams
- Series 63
- Series 65
Work history
- 2019-06 to 2021-04 · Charles Schwab & Co., Inc. · Coral Springs, FL
- 2017-04 to 2019-01 · University of Central Florida · Orlando, FL
- 2016-09 to 2017-04 · Brinker International Payroll Co. · Orlando, FL
- 2019-01 to 2019-05 · Student · Orlando, FL
- 2021-04 to Present · Cliftonlarsonallen Wealth Advisors, LLC · Tampa, FL
Current employment
- Cliftonlarsonallen Wealth Advisors, LLC · Minneapolis, MN
Cliftonlarsonallen Wealth Advisors, LLC
- Regulatory AUM
- $14,426,640,890
- Registered advisors
- 99
- Offices
- 43
- Clients per advisor
- 74.3 (Moderate)
- Average AUM per client
- $2M (Low)
- High-net-worth client ratio
- 31.9% (Moderate)
Cliftonlarsonallen Wealth Advisors, LLC: advisors, services and reported ETF investments
About
Adam James Sinclair is a financial advisor at Cliftonlarsonallen Wealth Advisors, LLC in Tampa, FL. Reported securities licenses include Series 63 and Series 65. The latest record indicates 4 years of industry experience and 10 years of reported work history. Reported roles include Charles Schwab & Co., Inc., Student, University of Central Florida, Brinker International Payroll Co..
Cliftonlarsonallen Wealth Advisors, LLC's firm-level Form ADV reports 99 advisors across 43 offices; approximately 74.3 clients per advisor, average assets per client of $1,961,741, and regulatory AUM of $14.4B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $7.2B across 162 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Adam James Sinclair personally.
Reported ETF positions
Cliftonlarsonallen Wealth reports 162 ETF positions worth $7.2B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $1.6B |
| VEA — Vanguard FTSE Developed Markets ETF | $787.6M |
| SPHQ — Invesco S&P 500 Quality ETF | $663.6M |
| VTEB — Vanguard Tax-Exempt Bond ETF | $323.4M |
| SPSM — State Street SPDR Portfolio S&P 600 Small Cap ETF | $289.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Cliftonlarsonallen Wealth's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $9.6M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $9.6M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | IBDZ — iShares iBonds Dec 2034 Term Corporate ETF | $471.6K | Top 99.8% | Residual alpha +0.78% · Residual Sharpe 0.13 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $18M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Cliftonlarsonallen Wealth Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Other Financial Product Salesperson
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Insurance Company or Agency
- Pension Consultant
Location
201 North Franklin Street, Tampa, FL 33602
2 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 612-376-4777
- Website: claconnect.com
Official record
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