Adaptfirst Investments LLC

Overview

Adaptfirst Investments LLC is an independent registered investment adviser organized as an LLC and owned by an individual. Its clients are primarily individuals and families, and the firm combines advisory services with other financial services: it operates as a registered representative of a broker-dealer, acts as an insurance broker, and provides accounting services. Core advisory activities listed include financial planning, portfolio management for individuals and small businesses, and publication of periodicals or newsletters. The firm charges clients via multiple fee schedules — percentage of AUM, hourly fees, subscription fees, and fixed fees — and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices