Adaptive Financial Consulting LLC

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Assets, Funds, Holdings

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Adaptive Financial Consulting LLC
CRD #288185
SEC #801-114947
CIK #0001804717
AUM $403.7 MM (2024-03-08)
Employees 9 (78% Investors, 0% Brokers)
Phone440-359-3468
Address3401 Enterprise Parkway
Beachwood, OH 44122
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
4503602701809002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 0.4
ARCC 8,938.4 0.4
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
2502001501005002018202020222025
AUM Breakdown Accounts AUM ($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
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