ADAPTATION FINANCIAL ADVISORS INC.
CRD #309192 SEC #801-118982 OKLAHOMA CITY, OK 972-774-0700
SEC Registered
Total AUM
$217.1M
Discretionary
$217.1M
Employees
4
Clients
101
Accounts
674
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $217.1M | $217.1M | $0 | 4 | 0 |
| Apr 2025 | $217.1M | $217.1M | $0 | 4 | 0 |
| Mar 2025 | $217.1M | $217.1M | $0 | 4 | 0 |
| Nov 2024 | $177.4M | $177.4M | $0 | 5 | 0 |
| Nov 2024 | $177.4M | $177.4M | $0 | 5 | 0 |
| Nov 2024 | $177.4M | $177.4M | $0 | 5 | 0 |
| Mar 2024 | $177.4M | $177.4M | $0 | 5 | 0 |
| Nov 2023 | $242.1M | $242.1M | $0 | 7 | 0 |
| Oct 2023 | $242.1M | $242.1M | $0 | 7 | 0 |
| Mar 2023 | $103M | $103M | $0 | 7 | 0 |
| Mar 2023 | $103M | $103M | $0 | 7 | 0 |
| Mar 2023 | $142.8M | $142.8M | $0 | 6 | 0 |
| Nov 2022 | $142.8M | $142.8M | $0 | 6 | 0 |
| Sep 2022 | $142.8M | $142.8M | $0 | 6 | 0 |
| Mar 2022 | $142.8M | $142.8M | $0 | 6 | 0 |
| Feb 2022 | $309.9M | $309.9M | $0 | 10 | 0 |
| Dec 2021 | $309.9M | $309.9M | $0 | 10 | 0 |
| Sep 2021 | $309.9M | $309.9M | $0 | 10 | 0 |
| Mar 2021 | $309.9M | $309.9M | $0 | 10 | 0 |
| Oct 2020 | $110.2M | $110M | $220K | 6 | 0 |
| Sep 2020 | $110.2M | $110M | $220K | 6 | 0 |
| Sep 2020 | $110.2M | $110M | $220K | 6 | 0 |
| Sep 2020 | $110.2M | $110M | $220K | 6 | 0 |
| Jun 2020 | $0 | $0 | $0 | 1 | 0 |
| May 2020 | $0 | $0 | $0 | 1 | 0 |
DateNov 2025
Total AUM$217.1M
Discretionary$217.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2025
Total AUM$217.1M
Discretionary$217.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$217.1M
Discretionary$217.1M
Non-Disc.$0
Employees4
Clients0
DateNov 2024
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees5
Clients0
DateNov 2024
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees5
Clients0
DateNov 2024
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees5
Clients0
DateNov 2023
Total AUM$242.1M
Discretionary$242.1M
Non-Disc.$0
Employees7
Clients0
DateOct 2023
Total AUM$242.1M
Discretionary$242.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees6
Clients0
DateNov 2022
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees6
Clients0
DateSep 2022
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$309.9M
Discretionary$309.9M
Non-Disc.$0
Employees10
Clients0
DateDec 2021
Total AUM$309.9M
Discretionary$309.9M
Non-Disc.$0
Employees10
Clients0
DateSep 2021
Total AUM$309.9M
Discretionary$309.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$309.9M
Discretionary$309.9M
Non-Disc.$0
Employees10
Clients0
DateOct 2020
Total AUM$110.2M
Discretionary$110M
Non-Disc.$220K
Employees6
Clients0
DateSep 2020
Total AUM$110.2M
Discretionary$110M
Non-Disc.$220K
Employees6
Clients0
DateSep 2020
Total AUM$110.2M
Discretionary$110M
Non-Disc.$220K
Employees6
Clients0
DateSep 2020
Total AUM$110.2M
Discretionary$110M
Non-Disc.$220K
Employees6
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0