Adaptive Financial Consulting, LLC

Adaptive Financial Consulting, LLC (CRD# 288185) is a financial advisory firm headquartered in Beachwood, OH. They manage $403,660,589 in 512 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
3401 Enterprise Parkway, Suite 340, Beachwood, OH 44122
https://www.adaptivefc.com
By the Numbers
  • Total Assets Under Management
    404
    MILLION
  • Total Number of Accounts
    512
    ACCOUNTS
  • Average Account Value
    $788,400
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, KY, LA, MA, MO, OH, OK, PA, SC, TX, UT

Financial Advisors at Adaptive Financial Consulting, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jonathan Grundman, financial advisor San Diego CA
Jonathan I. Grundman
CRD#: 6537885
13236 Haxton Place, San Diego, CA 92130

Jonathan Grundman (CRD# 6537885) is an Investment Advisor Representative working at Adaptive Financial Consulting, LLC in San Diego, CA and has over 8 years of experience in the finance industry.

2
Rachelle Kovacs, financial advisor Beachwood OH
Rachelle R. Kovacs
CRD#: 3274439
3401 Enterprise Parkway, Suite 340, Beachwood, OH 44122

Rachelle Kovacs (CRD# 3274439) is an Investment Advisor Representative working at Adaptive Financial Consulting, LLC in Beachwood, OH and has over 24 years of experience in the finance industry.

3
Michael Krueger, financial advisor Beachwood OH
Michael C. Krueger
CRD#: 2938876
3401 Enterprise Parkway, Suite 340, Beachwood, OH 44122

Michael Krueger (CRD# 2938876) is an Investment Advisor Representative working at Adaptive Financial Consulting, LLC in Beachwood, OH and has over 20 years of experience in the finance industry.

4
Luke Parton, financial advisor Mount Pleasant SC
Luke T. Parton
CRD#: 5388427
Mount Pleasant, SC

Luke Parton (CRD# 5388427) is an Investment Advisor Representative working at Adaptive Financial Consulting, LLC in Mount Pleasant, SC and has 1 year of experience in the finance industry.

5
Jeremy Thompson, financial advisor Beachwood OH
Jeremy B. Thompson
CRD#: 4441474
3401 Enterprise Parkway, Suite 340, Beachwood, OH 44122

Jeremy Thompson (CRD# 4441474) is an Investment Advisor Representative working at Adaptive Financial Consulting, LLC in Beachwood, OH and has over 22 years of experience in the finance industry.

6
Tobias Yearms, financial advisor Beachwood OH
Tobias R. Yearms
CRD#: 6555457
3401 Enterprise Parkway, Suite 340, Beachwood, OH 44122

Tobias Yearms (CRD# 6555457) is an Investment Advisor Representative working at Adaptive Financial Consulting, LLC in Beachwood, OH and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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