|
⚲
|
| Keyboard |
| Adaptive Financial Consulting LLC
✚
|
|
|---|---|
| CRD # | 288185 |
| SEC # | 801-114947 |
| CIK # | 0001804717 |
| AUM | 547.1 M (2026-03-05) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 440-359-3468 |
| Address | 3401 Enterprise Parkway Beachwood, OH 44122 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93 | 48.6 |
| (b) Individuals (high net worth individuals) | 83 | 231.4 |
| (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 | 85 | 267.1 |
| (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 | 572 | 547.1 |
| By Discretionary | ||
| Discretionary | 512 | 516.8 |
| Non-Discretionary | 60 | 30.3 |
| Total | 572 | 547.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 546.9 | |
| Total | 572 | 547.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001804717] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Global View Investment Advisors LLC
✚
|
SC | 553.8 M |
|
Creekside Partners Financial Advisers LLC
✚
|
CA | 553.4 M |
|
Alliance Wealth Advisors LLC
✚
|
UT | 552.0 M |
|
TrueWealth Advisors LLC
✚
|
AL | 547.5 M |
|
Stewardship Advisors LLC
✚
|
PA | 545.2 M |
|
Penobscot Wealth Management
✚
|
ME | 544.5 M |
|
Golden Reserve Retirement LLC
✚
|
OH | 544.3 M |
|
Dividend Assets Capital LLC
✚
|
SC | 540.8 M |
|
Herold Advisors Inc
✚
|
NY | 540.2 M |
|
WBI Investments LLC
✚
|
NJ | 539.6 M |