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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $508.5M | $473.4M | $35.1M | 8 | 0 |
| Mar 2024 | $403.7M | $362.9M | $40.7M | 9 | 0 |
| Mar 2023 | $336.9M | $318M | $18.9M | 8 | 0 |
| Mar 2022 | $348.9M | $329.4M | $19.5M | 8 | 0 |
| Jan 2022 | $285.1M | $214.2M | $70.9M | 8 | 0 |
| Apr 2021 | $285.1M | $214.2M | $70.9M | 8 | 0 |
| Mar 2021 | $285.1M | $214.2M | $70.9M | 8 | 0 |
| Jan 2021 | $139.4M | $138.2M | $1.2M | 8 | 0 |
| Jan 2021 | $139.4M | $138.2M | $1.2M | 8 | 0 |
| Dec 2020 | $139.4M | $138.2M | $1.2M | 8 | 0 |
| Jul 2020 | $139.4M | $138.2M | $1.2M | 8 | 0 |
| Jun 2020 | $139.4M | $138.2M | $1.2M | 8 | 0 |
| Feb 2020 | $139.4M | $138.2M | $1.2M | 8 | 0 |
| Oct 2019 | $153.2M | $152.3M | $855.1K | 8 | 0 |
| Apr 2019 | $153.2M | $152.3M | $855.1K | 7 | 0 |
| Mar 2019 | $153.2M | $152.3M | $855.1K | 7 | 0 |
| Mar 2019 | $153.2M | $152.3M | $855.1K | 7 | 0 |
| Mar 2019 | $153.2M | $152.3M | $855.1K | 7 | 0 |
DateMar 2025
Total AUM$508.5M
Discretionary$473.4M
Non-Disc.$35.1M
Employees8
Clients0
DateMar 2024
Total AUM$403.7M
Discretionary$362.9M
Non-Disc.$40.7M
Employees9
Clients0
DateMar 2023
Total AUM$336.9M
Discretionary$318M
Non-Disc.$18.9M
Employees8
Clients0
DateMar 2022
Total AUM$348.9M
Discretionary$329.4M
Non-Disc.$19.5M
Employees8
Clients0
DateJan 2022
Total AUM$285.1M
Discretionary$214.2M
Non-Disc.$70.9M
Employees8
Clients0
DateApr 2021
Total AUM$285.1M
Discretionary$214.2M
Non-Disc.$70.9M
Employees8
Clients0
DateMar 2021
Total AUM$285.1M
Discretionary$214.2M
Non-Disc.$70.9M
Employees8
Clients0
DateJan 2021
Total AUM$139.4M
Discretionary$138.2M
Non-Disc.$1.2M
Employees8
Clients0
DateJan 2021
Total AUM$139.4M
Discretionary$138.2M
Non-Disc.$1.2M
Employees8
Clients0
DateDec 2020
Total AUM$139.4M
Discretionary$138.2M
Non-Disc.$1.2M
Employees8
Clients0
DateJul 2020
Total AUM$139.4M
Discretionary$138.2M
Non-Disc.$1.2M
Employees8
Clients0
DateJun 2020
Total AUM$139.4M
Discretionary$138.2M
Non-Disc.$1.2M
Employees8
Clients0
DateFeb 2020
Total AUM$139.4M
Discretionary$138.2M
Non-Disc.$1.2M
Employees8
Clients0
DateOct 2019
Total AUM$153.2M
Discretionary$152.3M
Non-Disc.$855.1K
Employees8
Clients0
DateApr 2019
Total AUM$153.2M
Discretionary$152.3M
Non-Disc.$855.1K
Employees7
Clients0
DateMar 2019
Total AUM$153.2M
Discretionary$152.3M
Non-Disc.$855.1K
Employees7
Clients0
DateMar 2019
Total AUM$153.2M
Discretionary$152.3M
Non-Disc.$855.1K
Employees7
Clients0
DateMar 2019
Total AUM$153.2M
Discretionary$152.3M
Non-Disc.$855.1K
Employees7
Clients0