ADAPTIVE FINANCIAL CONSULTING, LLC

3401 Enterprise Parkway
Suite 340
Beachwood, Ohio 44122
Tel: 440-359-3468

About ADAPTIVE FINANCIAL CONSULTING, LLC

ADAPTIVE FINANCIAL CONSULTING, LLC, formally registered with the SEC as ADAPTIVE FINANCIAL CONSULTING, LLC. The firm was established in 04/04/2019. They have over 4 offices throughout the country.

ADAPTIVE FINANCIAL CONSULTING, LLC is a Beachwood, Ohio based Financial Planning firm with nearly $403,660,589 assets under management, offering retirement planning & investment advisory services to 512 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288185
SEC#	801-114947
Assets Managed by Firm	$403,660,589
No. of Clients	512
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	512	$403,660,589
Individuals (other than high net worth individuals)	85	$26,214,811
High net worth individuals	70	$187,502,186
Pension and profit sharing plans	76	$189,943,592

More Retirement Planning firms in Beachwood, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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