Adapt Wealth Advisors, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 329448
- Registered since
- February 7, 2024
- Website
- www.adaptwealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.38%
- Individuals22.43%
- Corporations / Businesses0.1%
- Charitable Organizations0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Adapt Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm is owner-operated and identifies as a capital allocator, working with both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Service offerings emphasize financial planning and discretionary portfolio management across individual, small-business, and institutional mandates. The adviser also provides pension consulting-type services and conducts selection of other advisers. Adapt Wealth Advisors does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities13%
- Private Funds3%
- Cash & Cash Equivalents3%
- Other3%
Owners & executives
1 of 1
Jake Bryant
Chief Executive OfficerCRD 3086472
Contacts
3 of 7Roseann Higgins
Registered RepresentativeCRD 2300684
Scott Herndon
AdvisorCRD 6568309
Jonathon McAdow
Wealth AdvisorCRD 4764111
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$274M in ETFs
76%
$209M
15%
$64.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $34M | 45,363 | 12.40% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 6285 Barfield Rd
- Time zone
- ET (UTC-5)
- Office locations
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