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| Keyboard |
| Adapt Wealth Advisors LLC
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|---|---|
| CRD # | 329448 |
| SEC # | 801-129358 |
| CIK # | 0002013937 |
| AUM | 469.2 M (2026-03-30) |
| Employees | 12 (83% Investors, 0% Brokers) |
| Phone | 404-594-5559 |
| Address | 6285 Barfield Rd Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.5 | ||
| Johnson & Johnson | 4.0 | ||
| Calamos Global Dynamic Income Fund | 2.9 | ||
| Apple Inc | 2.9 | ||
| Waste Management Inc | 2.4 | ||
| FS KKR Capital Corp | 2.2 | ||
| Blackstone Long-Short Credit Income Fund | 2.1 | ||
| Southern Co | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 307 | 105.3 |
| (b) Individuals (high net worth individuals) | 149 | 363.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,473 | 469.2 |
| By Discretionary | ||
| Discretionary | 1,461 | 465.8 |
| Non-Discretionary | 12 | 3.5 |
| Total | 1,473 | 469.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 469.2 | |
| Total | 1,473 | 469.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002013937] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Rinkey Investments
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CA | 471.1 M |
|
van Clemens Wealth Management LLC
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|
MN | 470.4 M |
|
Atyant Capital Management Limited
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|
470.2 M | |
|
HS Management Partners LLC
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|
NY | 469.9 M |
|
Arcataur Capital Management LLC
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WI | 469.5 M |
|
Henry Bragg & Co LLC
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|
TX | 468.7 M |
|
Brown McLeod Inc
✚
|
AL | 468.2 M |
|
Flagstone Financial Management LLC
✚
|
NE | 467.8 M |
|
Fortitude Advisory Group LLC
✚
|
WA | 467.5 M |
|
Yukon Wealth Management Inc
✚
|
KS | 467.4 M |