ADAPT WEALTH ADVISORS, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 329448
- Registered since
- February 7, 2024
- Website
- www.adaptwealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.38%
- Individuals22.43%
- Corporations / Businesses0.1%
- Charitable Organizations0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Adapt Wealth Advisors, LLC is an independent registered investment adviser that positions itself as a capital allocator for both individuals/families and institutional clients. The firm registered with the SEC in 2024 and is organized as an LLC with individual ownership. Its advisory model combines fee-for-service arrangements—percentage of AUM, hourly, and fixed-fee engagements—and a mix of comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of third‑party advisers. Adapt operates as an allocator to external managers in addition to managing public-market exposures directly. The firm is not listed as an active ESG investor in the available record.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities13%
- Private Funds3%
- Cash & Cash Equivalents3%
- Other3%
Owners & executives
2 of 2JAKE BRYANT
Chief Executive OfficerCRD 3086472
Thomas Kozelka
Chief Strategy OfficerCRD 2786921
Contacts
3 of 8ROSEANN HIGGINS
Registered RepresentativeCRD 2300684
Scott Herndon
AdvisorCRD 6568309
Jonathon McAdow
Wealth AdvisorCRD 4764111
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$243M in ETFs
74%
$179M
18%
$64.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $30.2M | 46,187 | 12.42% |
Location
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 6285 Barfield Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
SARD WEALTH MANAGMENT GROUP, LLC
RIAAtlanta, GA
SOURCE CAPITAL, LLC
RIAAtlanta, GA
ACCESS INVESTMENT MANAGEMENT, LLC
RIAAtlanta, GA
REGISTER FINANCIAL ADVISORS, LLC
RIAAtlanta, GA
PACES FERRY WEALTH ADVISORS, LLC
RIAAtlanta, GA
HAMILTON CAPITAL PARTNERS, LLC
RIAAtlanta, GA