ADAPTIVE FINANCIAL CONSULTING, LLC
Firm details
- Headquarters
- BEACHWOOD, Ohio
- CRD number
- 288185
- Registered since
- April 4, 2019
- Website
- www.adaptivefc.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, ASCENSUS TRUST, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans48.83%
- HNWI42.29%
- Individuals8.88%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Adaptive Financial Consulting, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2019. The firm serves a mix of individual, family and institutional clients and bills on a percentage-of-AUM basis. Advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars; the firm also operates as an insurance broker. The organizational structure is owner-operated (individual owner) rather than a multi-manager capital allocator, and the firm does not describe itself as an active ESG investor.
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
- Exchange Traded Equities48%
- Public Funds/Mutual Funds48%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2JONATHAN GRUNDMAN
Chief Investment OfficerCRD 6537885
JEREMY THOMPSON
Founder & CEOCRD 4441474
Contacts
3 of 4RACHELLE KOVACS
Director of Financial PlanningCRD 3274439
TOBIAS YEARMS
PartnerCRD 6555457
Michael Krueger
Comprehensive Wealth AdvisorCRD 2938876
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$261M in ETFs
100%
$261M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $57M | 574,298 | 21.83% |
Location
BEACHWOOD, OH
CUYAHOGA
Location
BEACHWOOD, OH
Headquartered in BEACHWOOD, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- CUYAHOGA
- Address
- 3401 Enterprise Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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