RIA Intel›Advisers›California›ADAP TAX FINANCIAL, INC.

ADAP TAX FINANCIAL, INC.

Advisory

PLEASANTON, CA

Data as of Aug 5, 2026 · Source: SEC Form ADV

Rank in CA
#3,728
of 5,480 advisers by AUM
Average account
$232K
across 165 accounts
AUM per adviser
$38M
1 advisers

Source: SEC Form ADV. Figures as filed Aug 5, 2026.

Total AUM
$38M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$38M
Discretionary AUM$35M
Non-Discretionary AUM$3M
Discretionary %91.9%
Total Clients44
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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