Adaptive Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,343,824
Total clients
9
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$371,536
About
Adaptive Wealth provides discretionary asset management and financial planning to individuals, trusts, estates, business entities and other clients. As of December 2025 the firm reported roughly $3.34 million in discretionary assets under management across nine clients and generally applies a $100,000 account minimum, with hourly planning available for engagements outside included services.
Investment decisions are driven by quantitative, formula-based models — including tactical asset allocation, value and macroeconomic models — with multiple layers of risk controls and portfolio allocations determined in part by a client risk-tolerance questionnaire. The firm primarily uses individual equities and low-cost ETFs, may implement new model-based strategies as researched, and can in certain cases allow qualitative, advisor- or client-directed investment choices.
Adaptive Wealth is notable for disclosing hypothetical and historical performance material in its brochure and for offering a performance-fee option to Qualified Clients (25% of gains above a 6% target subject to a high-water mark and a $2,000 annual minimum), a combination that is uncommon among solo independent advisers. To address conflicts between fee arrangements the firm allocates opportunities on a uniform, pro rata basis within strategies and requires clients to use Interactive Brokers for execution and automated fee transfers.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Factor investing / smart beta
Fee options
$0 - $1,499,999: 1.00% $1,500,000+: 0.89%
$200 per hour for financial planning
25% of the increase in net asset value above target account value, subject to high water mark; $2,000 annual minimum fee
Account minimum: $100,000 Minimum fee: $2,000 annual minimum fee for performance fee accounts Fee-only: Hourly financial planning fee of $200 per hour
Main office location
Adaptive Wealth, LLC
Gulfport MS, United States
Number of offices
1
Most active in
Adaptive Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland · South Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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