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Atlanta, GA Office

Team
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Adapt Wealth Advisors, LLC logo

Adapt Wealth Advisors, LLC

Team

Firm-wide stats for Adapt Wealth Advisors, LLC

Total advisors

7

Across 2 offices

Clients per advisor

65 High

Avg AUM per client

$1,027,083 Typical

HNW client ratio

33% Typical

About

Adapt Wealth Advisors is a registered investment adviser that serves individuals — including high net worth clients — as well as entities such as family offices, trusts, estates, private foundations and qualified retirement plans. The firm provides personalized financial planning, discretionary and non-discretionary investment management, consulting, and retirement-plan advisory services.

The firm’s process begins with a highly customized financial planning intake to establish goals, risk profile and tax and liquidity considerations, and it generally applies fundamental analysis and a long-term investment orientation while allowing shorter‑term trading when warranted. Portfolios commonly employ mutual funds and ETFs but may also include individual equities, corporate bonds, REITs, structured notes, private funds/alternative investments and closed‑end funds, and AWA may recommend External Managers to manage portions of client assets.

Distinctive disclosures in the brochure include an affiliated, non‑clearing/non‑carrying broker‑dealer that may act as a placement agent for private securities offered to a limited pool of accredited or qualified clients; the firm says such arrangements would be disclosed in writing to affected clients, require client consent, and the private offerings would not be charged AWA management fees. The brochure also notes that certain representatives are licensed insurance agents who may earn commissions and that the firm received quantified business‑support payments from its primary custodian during its launch (including up to $215,000 in support and up to $125,000 in custodial fee reimbursements), with the firm describing disclosure and other measures to address these conflicts.

Based on Adapt Wealth Advisors, LLC

Expertise

Private / alternative investments Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Based on Adapt Wealth Advisors, LLC

Location

6285 Barfield Rd., Suite 250

Atlanta GA 30328

Advisors at this office

6

Advisors at this office

user avatar

Jake B

ChFC®, Series 63, Series 65

Atlanta, GA

Adapt Wealth Advisors, LLC

Jake Bryant is a financial advisor with Adapt Wealth Advisors, LLC in Atlanta, holding a ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including nearly two decades at Ameriprise Financial Services, Inc. Bryant is also active in investment-related business ownership and holds a real estate license. Adapt Wealth Advisors serves individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning, investment management, consulting, and retirement-plan advisory services, using a customized approach that combines fundamental analysis and a long-term investment orientation.

Private / alternative investments Charitable giving & philanthropy College savings (529s, UTMA, etc.)
user avatar

Jonathon M

Series 65, Series 66

Atlanta, GA

Adapt Wealth Advisors, LLC

Jonathon Mc Adow is a financial advisor with Adapt Wealth Advisors, LLC in Atlanta, GA, holding Series 65 and Series 66 licenses and 18 years of industry experience. His prior work includes roles at Ameriprise, Orion Portfolio Solutions, Hidden Levers, Cambridge Investment Research, and LongView Wealth Management. Outside of his advisory career, he is self-employed in a non-investment-related business. Adapt Wealth Advisors serves individuals, including high net worth clients, and entities such as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning, investment management, consulting, and retirement-plan advisory services with a focus on fundamental analysis and a long-term investment approach.

Private / alternative investments Charitable giving & philanthropy College savings (529s, UTMA, etc.)
user avatar

Tyler R

CFP®, Series 66

Atlanta, GA

Adapt Wealth Advisors, LLC

Tyler Robinson is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Adapt Wealth Advisors, LLC and previously held positions at Fuller and Company, RangeWater Real Estate, the Georgia Department of Audits, and Smith & Howard. Adapt Wealth Advisors serves individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning, discretionary and non-discretionary investment management, consulting, and retirement-plan advisory services, employing a long-term investment approach complemented by fundamental analysis.

Private / alternative investments Charitable giving & philanthropy College savings (529s, UTMA, etc.)
user avatar

Joseph C

Series 66

Atlanta, GA

Adapt Wealth Advisors, LLC

Joseph Clark is a financial advisor at Adapt Wealth Advisors, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates. Prior to his financial services career, he held various roles in fitness and athletic organizations, including BodyFitz Personal Training and the University of Georgia Athletic Association. Adapt Wealth Advisors serves individuals, including high net worth clients, as well as entities such as family offices, trusts, and qualified retirement plans. The firm offers personalized financial planning and investment management with a focus on fundamental analysis and long-term strategies, employing a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Private / alternative investments Charitable giving & philanthropy College savings (529s, UTMA, etc.)
user avatar

Donnie R

Series 66

Atlanta, GA

Adapt Wealth Advisors, LLC

Donnie Robinson is a financial advisor at Adapt Wealth Advisors, LLC in Atlanta, GA, holding a Series 66 license with 21 years of industry experience. Prior to joining Adapt Wealth Advisors in 2024, he worked at Ameriprise Financial Services, Inc. for eight years. Outside of advisory work, Robinson is involved in several business activities, including ownership and management roles in multiple entities unrelated to investment advisory services. Adapt Wealth Advisors serves individuals, including high net worth clients, as well as entities such as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning, discretionary and non-discretionary investment management, consulting, and retirement-plan advisory services, using a process that combines fundamental analysis with both long-term and opportunistic trading strategies.

Private / alternative investments Charitable giving & philanthropy College savings (529s, UTMA, etc.)
user avatar

Scott H

Series 66

Atlanta, GA

Adapt Wealth Advisors, LLC

Scott Herndon is a financial advisor at Adapt Wealth Advisors, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His work history includes roles at Ameriprise and The Hershey Company. He is also an ambassador for the Milledgeville/Baldwin County Chamber of Commerce. Adapt Wealth Advisors serves individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning and a range of investment management services, focusing on a customized planning process and a long-term investment approach incorporating diverse asset types.

Private / alternative investments Charitable giving & philanthropy College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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