Adam Chapman Wilson

Employer firm

Prime Capital Financial CRD 288712

$39.1B regulatory AUM 1,816 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Prime Capital Financial

6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2025-03-06
KS	RA	APPROVED	2025-03-05

GA RA
APPROVED

Since 2025-03-06
KS RA
APPROVED

Since 2025-03-05

Branch Locations

3651 Mars Hills Road Suite 1000A, Watkinsville, GA 30677 • United States

6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Sugarloaf Wealth Management, Llc	Watkinsville	GA	10/2003	03/2025
Triad Advisors, Inc.	Norcross	GA	02/2013	08/2024
Osaic Wealth, Inc.	Watkinsville	GA	08/2024	03/2025
Prime Capital Financial	Overland Park	KS	03/2025	Present
Private Client Services	Watkinsville	GA	03/2025	Present

10/2003 → 03/2025

Sugarloaf Wealth Management, Llc

Watkinsville, GA
02/2013 → 08/2024

Triad Advisors, Inc.

Norcross, GA
08/2024 → 03/2025

Osaic Wealth, Inc.

Watkinsville, GA
03/2025 → Present

Prime Capital Financial

Overland Park, KS
03/2025 → Present

Private Client Services

Watkinsville, GA

Previous Registrations

2007-02-19 → 2025-03-06

Sugarloaf Wealth Management, Llc

Duluth, GA

Watkinsville, GA
2003-03-06 → 2003-10-07

Equitable Advisors, Llc

Atlanta, GA

Other Businesses

1) Community Foundation for NE Georgia. 6500 Sugarloaf Parkway suite 220 Duluth, GA 30097.Non Profit community foundation. Board Member. I serve on the board along with 30+ other individuals. Our job is to raise awareness about the organization to those around us. 5 hrs/mo; 4 during trading hrs. Not investment related. 2) SWM Athens REI, LLC. 3651 Mars Hill Rd. Suite 1000 Watkinsville, GA 30677. Real Estate Holding Company. Managing Partner. I collect rent,pay bills & make sure the building is functioning properly. 4 hrs/mo; 0 during trading hrs. Not investment related. 3) Prime Capital Financial, LLC is 100% owned by CHHSZ Holdings, LLC. Adam Wilson is a member of CHHSZ Holdings, LLC and as such is entitled to receive a share of the company's profits. 4) Insurance Agent selling fixed income insurance products through non-affiliated insurance marketing organizations. Investment related and less than 10% of his annual income.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-10-18

S66 Uniform Combined State Law Examination

2002-10-18

Designations

Certified Financial Planner

View on SEC IAPD