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ADAPTIVE FINANCIAL CONSULTING, LLC

BEACHWOOD, OH · CRD 288185 · IAPD ↗ · adaptivefc.com · 440-359-3468

$547.1MRegulatory AUM
6Advisory reps
8Employees
0Clients
1-10Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — ADAPTIVE FINANCIAL CONSULTING, LLC now reports custody of client assets ($83.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2025 — ADAPTIVE FINANCIAL CONSULTING, LLC crossed $500M in regulatory AUM ($403.7M -> $508.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.