ADAPTIVE FINANCIAL SOLUTIONS INC

Overview

Adaptive Financial Solutions Inc is an independent Registered Investment Adviser focused on fee-based financial planning and discretionary portfolio management for individuals and families, including small business owners. The firm favors equities as the primary asset class, allocating nearly all managed assets to exchange-traded equities. That posture suggests a preference for liquid, transparent public-market exposure—likely a mix of individual stocks and ETFs—to meet client objectives around growth and market participation. Despite a relatively compact asset base, the firm supplements public equity exposure with access to alternative strategies through third-party managers. Those alternatives are used to add return drivers and diversification that public equities alone may not provide. Adaptive Financial Solutions Inc is not positioned as an ESG-focused manager and operates as a single-state adviser with fixed-fee billing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices