Adaptive Financial Consulting, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beachwood, OH. Its latest Form ADV filing, dated March 5, 2026, reports $547M in regulatory assets under management, 8 employees, 3 offices, and 572 accounts.
Assets Under Management
$547M
Employees
8
Offices
3 offices
Total Clients
261
Primary office
BEACHWOOD, OH
3401 ENTERPRISE PARKWAY, SUITE 340, BEACHWOOD, OH, United States
Top client segmentIndividuals represent 35.6% of total clients.
Top client categories% of clientsClients
1
Individuals
35.6%
93
2
Pension Plans
32.6%
85
3
HNWI
31.8%
83
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$547Mas of March 5, 2026
Discretionary94.5%
$517M
94% of total RAUM94.5%
Non-discretionary5.5%
$30M
6% of total RAUM5.5%
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$547M
Total Accounts572
10Y AUM Change+$394M (+257.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee33:1
10Y Employee Change+1 (+14.3%)
* 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.