Adaptive Investments is an SEC registered investment adviser organized as a limited liability company with a primary office location in Alpharetta, GA. Its latest Form ADV filing, dated March 30, 2026, reports $421M in regulatory assets under management, 7 employees, 1 office, and 7 accounts.
Assets Under Management
$421M
Employees
7
Offices
1 office
Total Clients
7
Primary office
ALPHARETTA, GA
12600 DEERFIELD PARKWAY, SUITE 100, ALPHARETTA, GA, United States
Top client segmentInvestment Cos. represent 57.1% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
57.1%
4
2
MODEL PORTFOLIOS
42.9%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$421Mas of March 30, 2026
Discretionary99.3%
$418M
99% of total RAUM99.3%
Non-discretionary0.7%
$3M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$421M
Total Accounts7
10Y AUM Change+$213M (+102.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee1:1
10Y Employee Change+3 (+75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.