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| Happy Holidays!! thanks for using AUM13F!! |
| Adaptation Financial Advisors Inc
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|---|---|
| CRD # | 309192 |
| SEC # | 801-118982 |
| CIK # | |
| AUM | $217.1 M (2025-04-21) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 972-774-0700 |
| Address | 700 Cedar Lake Blvd Oklahoma City, OK 73114 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 609 | 114.3 |
| (b) Individuals (high net worth individuals) | 65 | 102.8 |
| (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 | 674 | 217.1 |
| By Discretionary | ||
| Discretionary | 674 | 217.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 674 | 217.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 217.1 | |
| Total | 674 | 217.1 |
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|---|---|---|
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IL | 0.2 |
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OH | 0.2 |
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CA | 0.2 |
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Fairlead Strategies LLC
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CT | 0.2 |