ADAP TAX FINANCIAL, INC.

Overview

Adap Tax Financial, Inc. is an independent registered investment adviser focused on serving individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses, and it also offers pension consulting services and educational seminars and workshops. Fee arrangements are flexible — the firm charges a percentage of assets under management, and can also bill on an hourly or fixed-fee basis — which supports work with both ongoing advisory relationships and project-based engagements. Investment practice centers on traditional public funds and mutual funds as the core building blocks of client portfolios. The adviser manages most client relationships on a discretionary basis, and it supplements core mutual-fund allocations with an allocation to real estate alternatives through third-party managers. Adap Tax Financial, Inc. does not position itself as a large capital allocator or an active ESG investor, and it operates as a single-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices