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Adaptive Financial Consulting LLC
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CRD # | 288185 |
SEC # | 801-114947 |
CIK # | 0001804717 |
AUM | $403.7 MM (2024-03-08) |
Employees | 9 (78% Investors, 0% Brokers) |
Phone | 440-359-3468 |
Address | 3401 Enterprise Parkway Beachwood, OH 44122 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 0.4 | |
ARCC | 8,938.4 | 0.4 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 85 | 26.2 |
(b) Individuals (high net worth individuals) | 70 | 187.5 |
(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 | 76 | 189.9 |
(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 | 512 | 403.7 |
By Discretionary | ||
Discretionary | 446 | 362.9 |
Non-Discretionary | 66 | 40.7 |
Total | 512 | 403.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 403.7 | |
Total | 512 | 403.7 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001804717] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Harvest Financial Advisors LLC
✚
|
OH | 0.4 |
White Pine Investment Company
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|
MI | 0.4 |
Penobscot Wealth Management
✚
|
ME | 0.4 |
Parkview Ltd
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|
0.4 | |
Ryan Wealth Management Inc
✚
|
CA | 0.4 |
Ifrah Financial Services Inc
✚
|
AR | 0.4 |
Harbor Advisory Corporation
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|
NH | 0.4 |
Cloud Capital LLC
✚
|
OK | 0.4 |
Savvy Advisors Inc
✚
|
NY | 0.4 |
Cypress Capital LLC
✚
|
TN | 0.4 |