RIA Intel›Advisers›North Carolina›ADAPTFIRST INVESTMENTS LLC

ADAPTFIRST INVESTMENTS LLC

Advisory

NC

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in NC

#400

of 516 advisers by AUM

Average account

$118K

across 913 accounts

AUM per adviser

$9M

12 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$108M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

12

Assets Under Management

Total AUM$108M

Discretionary AUM$107M

Non-Discretionary AUM$675K

Discretionary %99.4%

Total Clients584

Team

Total Employees12

Investment Advisers12

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In11 states

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

584 clients

33 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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THE TURLINGTON GROUP, INC.

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