|
⚲
|
| Adaptation Financial Advisors Inc
✚
| |
|---|---|
| CRD # | 309192 |
| SEC # | 801-118982 |
| CIK # | |
| AUM | $177.4 MM (2024-03-27) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 972-774-0700 |
| Address | 700 Cedar Lake Blvd Oklahoma City, OK 73114 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 633 | 147.8 |
| (b) Individuals (high net worth individuals) | 19 | 29.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,182 | 177.4 |
| By Discretionary | ||
| Discretionary | 1,182 | 177.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,182 | 177.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 177.4 | |
| Total | 1,182 | 177.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
AssuredPartners Investment Advisors LLC
✚
|
FL | 0.2 |
|
Innova Wealth Partners LLC
✚
|
PA | 0.2 |
|
Total Wealth Planning and Management Inc
✚
|
FL | 0.2 |
|
Primesolutions Advisors LLC
✚
|
PA | 0.2 |
|
Horizon Financial Services LLC
✚
|
NC | 0.2 |
|
UP Capital Management Inc
✚
|
TX | 0.2 |
|
Primoris Wealth Advisors LLC
✚
|
FL | 0.2 |
|
Carolina Financial Advisors Inc
✚
|
NC | 0.2 |
|
Plotkin Financial Advisors LLC
✚
|
MD | 0.2 |
|
Parker Financial LLC
✚
|
WA | 0.2 |