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ADAPTIVE FINANCIAL CONSULTING, LLC
CRD 288185 · SEC 801-114947
3401 ENTERPRISE PARKWAY, SUITE 340, BEACHWOOD, OH, 44122, United States
Phone
440-359-3468
Fax
440-359-3466
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$547.1M
Discretionary AUM
$516.8M
Team
8 total employees; 6 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $48.6M |
| High net worth individuals | 83 | $231.4M |
| Pension/profit sharing plans | 85 | $267.1M |
States served
AL, AZ, CA, KY, LA, MA, OH, OK, PA, SC, UT, MO, TX
All web addresses on file
Official SEC filing: View on IAPD