RIA Intel›Advisers›North Carolina›ADAPTIVE ASSET MANAGEMENT, LLC

ADAPTIVE ASSET MANAGEMENT, LLC

Advisory

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account

$644K

across 9 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

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

9 clients

5 high-net-worth

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

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Advisers of similar size in NC

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

WHITLEY FINANCIAL, LLC

$6M

WRENN HOUSE INVESTMENTS LLC

WINSTON SALEM, NC

$6M

EWING, DARREN TOBY

$6M

LATTICE FINANCIAL, LLC

$6M

WEALTH MANAGEMENT ADVISORS, LLC

SHALLOTTE, NC

$6M

J W ENGLISH INVESTMENT MANAGEMENT SERVICES LLC

$6M

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