ADAPTATION FINANCIAL ADVISORS INC.

700 Cedar Lake Blvd
Oklahoma City, Oklahoma 73114
Tel: 972-774-0700

About ADAPTATION FINANCIAL ADVISORS INC.

ADAPTATION FINANCIAL ADVISORS INC, formally registered with the SEC as ADAPTATION FINANCIAL ADVISORS INC. The firm was established in 06/26/2020. They have over 3 offices throughout the country.

ADAPTATION FINANCIAL ADVISORS INC. is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $177,434,792 assets under management, offering retirement planning & investment advisory services to 1182 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309192
SEC#	801-118982
Assets Managed by Firm	$177,434,792
No. of Clients	1182
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1182	$177,434,792
Individuals (other than high net worth individuals)	633	$147,840,153
High net worth individuals	19	$29,594,639

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CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114	$6,272,435,135	6	17
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
ARGONAUT PRIVATE CAPITAL, LP 7030 S Yale Ave, #810 Tulsa, OK, 74136	$3,464,024,447	8	20

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