The ADAPTIVE FINANCIAL CONSULTING is a privately held investment adviser that advises $547.1mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ADAPTIVE FINANCIAL CONSULTING is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 91.86% over the last 5-years.
The Group has been registered with the SEC for 7.33 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 3401 ENTERPRISE PARKWAY SUITE 340, CLEVELAND, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 6 investment and 2 non-investment staff. The total number of Employees remained the same over the last few years.
Their $547.1mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 85 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $267.13mn or 48.83% of Total Assets and High Net Worth Individuals own $231.38mn or 42.29% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
ADAPTIVE FINANCIAL CONSULTING names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.