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| Keyboard |
| Adaptation Financial Advisors Inc
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|---|---|
| CRD # | 309192 |
| SEC # | 801-118982 |
| CIK # | |
| AUM | 233.6 M (2026-05-06) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 972-774-0700 |
| Address | 700 Cedar Lake Blvd Oklahoma City, OK 73114 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 637 | 130.5 |
| (b) Individuals (high net worth individuals) | 53 | 103.1 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,291 | 233.6 |
| By Discretionary | ||
| Discretionary | 1,291 | 233.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,291 | 233.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 233.6 | |
| Total | 1,291 | 233.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
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IL | 235.9 M |
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|
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|
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CA | 234.9 M |
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Sustainable Advisors Alliance LLC
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OK | 234.8 M |
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Tevis Investment Management LLC
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TX | 234.8 M |
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Figure 8 Investment Strategies LLC
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|
ID | 233.4 M |
|
Walker Financial Advisors Inc DBA California 457 Benefits
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CA | 233.3 M |
|
Taylor Frigon Capital Management LLC
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AZ | 232.6 M |