RIA Intel›Advisers›Minnesota›ADAPTIVE FINANCIAL DESIGN LLC

ADAPTIVE FINANCIAL DESIGN LLC

Advisory

MN

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

Average account
$137K
across 104 accounts
AUM per adviser
$14M
1 adviser

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

Total AUM
$14M
Discretionary %
100%
Clients
34
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$14M
Discretionary AUM$14M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients34
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MN

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

AEGIS INVESTMENT MANAGEMENT, LLC
RED WING, MN
$14M
SONA FINANCIAL, LLC
$14M
ARCH WILLIAM SPENCER III
$14M
MSM FINANCIAL, LLC
MINNEAPOLIS, MN
$14M
LAYLINE ASSET MANAGEMENT INC
$14M
LEROY S WENZEL
$14M

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