Investment adviser · CRD 288185
ADAPTIVE FINANCIAL CONSULTING, LLC
Investment adviser filing (IA)
BEACHWOOD, OH, United States · Form ADV filed Mar 5, 2026
- Regulatory AUM
- $547M Form ADV · Item 5.F
- Client accounts
- 572 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 85 | $267,133,523 | 48.8% |
| High-net-worth individuals | 83 | $231,383,203 | 42.3% |
| Individuals | 93 | $48,582,937 | 8.9% |
Filing source
Form ADV 2066366 · Mar 5, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 5, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets
Principal office
3401 ENTERPRISE PARKWAY, SUITE 340BEACHWOOD, OH, 44122, United States
CRD 288185
Filing source
Form ADV 2066366 · Mar 5, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.