ADAPTIVE ADVICE, LLC

Overview

Adaptive Advice, LLC is an independent registered investment adviser that focuses on serving individual and family clients, with occasional work for small businesses. The firm provides financial planning, discretionary portfolio management and educational seminars/workshops. Its fee model is flexible and includes percentage-of-AUM, hourly and fixed-fee arrangements, which allows it to work with a mix of ongoing advisory relationships and project-based planning engagements. Investment behavior skews toward public markets with a clear equity preference. The filing identifies exchange-traded equities as the single largest asset class on the books. Adaptive Advice is not an active ESG investor, does not act as a capital allocator to private fund managers, and does not position itself as a pension consultant or multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices