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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Adaptive Financial Consulting LLC
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|---|---|
| CRD # | 288185 |
| SEC # | 801-114947 |
| CIK # | 0001804717 |
| AUM | $508.5 M (2025-03-07) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 440-359-3468 |
| Address | 3401 Enterprise Parkway Beachwood, OH 44122 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.3 | ||
| Tesla Motors Inc | 0.2 | ||
| iShares Bitcoin Trust | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 38.1 |
| (b) Individuals (high net worth individuals) | 80 | 229.6 |
| (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 | 87 | 240.8 |
| (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 | 556 | 508.5 |
| By Discretionary | ||
| Discretionary | 476 | 473.4 |
| Non-Discretionary | 80 | 35.1 |
| Total | 556 | 508.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 508.3 | |
| Total | 556 | 508.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001804717] |
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