Adaptive Financial Consulting, LLC

CRD 288185 · Beachwood, OH · $547.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 288185
SEC number: 801-114947
Firm type: RIA
Assets under management: $547.1M as of Mar 5, 2026
Website: www.adaptivefc.com ↗
Phone: 440-359-3468
Address: 3401 Enterprise Parkway, Beachwood, OH, 44122

Advisors at this firm

6 in our index · page 1 of 1

Jonathan Ian GrundmanCRD 6537885 · San Diego, CA

IA Registered
Rachelle Renee KovacsCRD 3274439 · Beachwood, OH

IA RegisteredRegistration inactive
Michael Christopher KruegerCRD 2938876 · Beachwood, OH

IA RegisteredRegistration inactive
Luke Timothy PartonCRD 5388427 · Mount Pleasant, SC

IA RegisteredRegistration inactive
Jeremy Bigelow ThompsonCRD 4441474 · Beachwood, OH

IA Registered
Tobias Ryan YearmsCRD 6555457 · Beachwood, OH

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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