|
⚲
|
| Adaptive Financial Consulting LLC
✚
| |
|---|---|
| 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) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.4 | |
| ARCC | 8,938.4 | 0.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
|---|---|---|
| 13F-HR | [0001804717] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Harvest Financial Advisors LLC
✚
|
OH | 0.4 |
|
White Pine Investment Company
✚
|
MI | 0.4 |
|
Penobscot Wealth Management
✚
|
ME | 0.4 |
|
Parkview Ltd
✚
|
0.4 | |
|
Ryan Wealth Management Inc
✚
|
CA | 0.4 |
|
Ifrah Financial Services Inc
✚
|
AR | 0.4 |
|
Harbor Advisory Corporation
✚
|
NH | 0.4 |
|
Cloud Capital LLC
✚
|
OK | 0.4 |
|
Savvy Advisors Inc
✚
|
NY | 0.4 |
|
Cypress Capital LLC
✚
|
TN | 0.4 |