Adaptive Financial Design LLC
RIAState Registered
Total AUM
$14.2M
Discretionary
$14.2M
100% of AUM
Avg account
$137K
Accounts
104
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 326822
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals55.43%
- HNWI44.57%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Adaptive Financial Design LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management targeted at individuals and small businesses, and charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Adaptive identifies equities as its preference and does not present itself as an active ESG investor, multi-state adviser, pension consultant, capital allocator, or related adviser.
Assets & Accounts
Public Holdings
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 Equities56%
- Public Funds/Mutual Funds39%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Wealth Management Services,LLC
RIASpringfield, IL
AUM $14.2MTEAM 2REPS 2
The Mcgriff Alliance
RIABirmingham, AL
AUM $14.2MTEAM 42888630REPS 2
Strategic Wealth Partners, LLC
RIAAUM $14.2MTEAM 1REPS 1
Lone Peak Capital Management, LLC
RIALehi, UT
AUM $14.2MTEAM 1REPS 1
MR Advisors, LLC
RIAAUM $14.2MTEAM 1REPS 1
Klahanie Investment LLC
RIAAUM $14.2MTEAM 1REPS 1