Adaptive Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Adaptive Wealth provides discretionary asset management and financial planning to individuals, trusts, estates, business entities and other clients. As of December 2025 the firm reported roughly $3.34 million in discretionary assets under management across nine clients and generally applies a $100,000 account minimum, with hourly planning available for engagements outside included services.
Investment decisions are driven by quantitative, formula-based models — including tactical asset allocation, value and macroeconomic models — with multiple layers of risk controls and portfolio allocations determined in part by a client risk-tolerance questionnaire. The firm primarily uses individual equities and low-cost ETFs, may implement new model-based strategies as researched, and can in certain cases allow qualitative, advisor- or client-directed investment choices.
Adaptive Wealth is notable for disclosing hypothetical and historical performance material in its brochure and for offering a performance-fee option to Qualified Clients (25% of gains above a 6% target subject to a high-water mark and a $2,000 annual minimum), a combination that is uncommon among solo independent advisers. To address conflicts between fee arrangements the firm allocates opportunities on a uniform, pro rata basis within strategies and requires clients to use Interactive Brokers for execution and automated fee transfers.
Client services
Expertise
Fee options
$0 - $1,499,999: 1.00% $1,500,000+: 0.89%
$200 per hour for financial planning
25% of the increase in net asset value above target account value, subject to high water mark; $2,000 annual minimum fee
Account minimum: $100,000 Minimum fee: $2,000 annual minimum fee for performance fee accounts Fee-only: Hourly financial planning fee of $200 per hour
Main office
Gulfport MS
Advisors at this office
1
Most active in
Maryland · South Carolina · Texas
Also doing business as
Adaptive Wealth Solutions, LLC · Adaptive Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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