ADAPTIVE FINANCIAL CONSULTING, LLC
CRD #288185 SEC #801-114947 BEACHWOOD, OH 440-359-3468
SEC Registered
Total AUM
$508.5M
Discretionary
$473.4M
Employees
8
Clients
10
Accounts
556
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 7, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRUNDMAN, JONATHAN, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| GRUNDMAN, JONATHAN, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| GRUNDMAN, JONATHAN, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| GRUNDMAN, JONATHAN, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| GRUNDMAN, JONATHAN, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| GRUNDMAN, JONATHAN, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| GRUNDMAN, JONATHAN, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| GRUNDMAN, JONATHAN, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| GRUNDMAN, JONATHAN, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| GRUNDMAN, JONATHAN, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| GRUNDMAN, JONATHAN, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| GRUNDMAN, JONATHAN, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| GRUNDMAN, JONATHAN, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| GRUNDMAN, JONATHAN, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| GRUNDMAN, JONATHAN, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| GRUNDMAN, JONATHAN, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| GRUNDMAN, JONATHAN, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| GRUNDMAN, JONATHAN, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| THOMPSON, JEREMY, BIGELOW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, JEREMY, BIGELOW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, JEREMY, BIGELOW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, JEREMY, BIGELOW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, JEREMY, BIGELOW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, JEREMY, BIGELOW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, JEREMY, BIGELOW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, JEREMY, BIGELOW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, JEREMY, BIGELOW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, JEREMY, BIGELOW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, JEREMY, BIGELOW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, JEREMY, BIGELOW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, JEREMY, BIGELOW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, JEREMY, BIGELOW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, JEREMY, BIGELOW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, JEREMY, BIGELOW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, JEREMY, BIGELOW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, JEREMY, BIGELOW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMPSON, JEREMY, BIGELOW | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 7, 2025 REGISTERED
Notice Filings (13)
AL AZ CA KY LA MA MO OH OK PA SC TX UT
Address
3401 ENTERPRISE PARKWAYSUITE 340
BEACHWOOD, OH 44122
United States
Phone: 440-359-3468