Adaptive Wealth Engineering
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Adaptive Wealth Engineering is an SEC‑registered advisory firm with five advisors managing about $213 million for roughly 113 clients. It provides discretionary portfolio management and written financial planning to individuals, pension and profit‑sharing plans, and other business entities.
The firm follows an evidence‑based investing (EBI) framework that applies academic research to asset allocation and security selection, emphasizing global diversification and factor exposures such as size, value, profitability and momentum for equities, while using investment‑grade bond funds to reduce portfolio volatility. Adaptive performs a structured risk assessment that separates ability, willingness and need to take risk, reviews accounts at least quarterly, and implements portfolios primarily with ETFs and mutual funds.
Distinctive aspects disclosed in the brochure include the firm’s use of private debt and private equity securities and its allowance for margin transactions in suitable accounts—features that are less common among peer team advisors. Adaptive also offers a negotiated flat (fixed) fee option for smaller accounts, does not vote client proxies (clients retain proxy voting responsibility), and discloses a continuing solicitation arrangement tied to past TD Ameritrade referrals assigned to Charles Schwab.
Client services
Expertise
Fee options
Negotiated fixed fee option for portfolio management for clients with investable assets $500,000 or less; Financial Planning flat fees typically between $2,500 and $5,000
$500,000 - $4,000,000: 1.50% per annum $4,000,001 - $5,000,000: 0.85% per annum $5,000,001 - $15,000,000: 0.75% per annum $15,000,001 - $25,000,000: 0.55% per annum $25,000,001 - $50,000,000: 0.35% per annum $50,000,001+: 0.25% per annum
Principals $500/hour, Non-principal advisors $200/hour, Administrative staff $75/hour
Account minimum: $500,000 Fee-only: Financial Planning Fees typically range from $2,500 to $5,000 for a comprehensive plan; hourly rates of $500/hour for principals, $200/hour for non-principal advisors, and $75/hour for administrative staff
Main office
See office10091 Park Run Drive, #110
Las Vegas NV 89145
Advisors at this office
2
Offices (3)
Most active in
Arizona · California · Nevada · Texas
Also doing business as
Adaptive Wealth Engineering · Summit Portfolio Management Inc. · Summit Portfolio Management 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.
Quick links
Advisors at this firm
Fionn A
Series 65
Las Vegas, NV
Adaptive Wealth Engineering
Fionn Allen is a financial advisor at Adaptive Wealth Engineering in Las Vegas, NV, holding a Series 65 designation. Allen has been with Summit Portfolio Management since 2022 and has prior experience across several industries, including hospitality and professional skiing. Adaptive Wealth Engineering is an SEC-registered advisory firm with five advisors managing approximately $213 million for about 113 clients. The firm provides discretionary portfolio management and written financial planning, utilizing an evidence-based investing framework focused on global diversification, factor exposures, and risk assessment.
Timothy B
Series 63, Series 65
Las Vegas, NV
Adaptive Wealth Engineering
Timothy Bock is a financial advisor at Adaptive Wealth Engineering with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Summit Portfolio Management since 1999. Adaptive Wealth Engineering is an SEC-registered advisory firm with five advisors managing approximately $213 million for around 113 clients. The firm uses an evidence-based investing framework focused on academic research, global diversification, and factor exposures, serving individuals, pension plans, and other business entities.
Remington C
Series 65
Lawndale, CA
Adaptive Wealth Engineering
Remington Conte is a financial advisor at Adaptive Wealth Engineering with two years of industry experience. He holds a Series 65 designation and previously worked at Hyatt Regency Clearwater Beach Resort & Spa. Adaptive Wealth Engineering is an SEC-registered advisory firm with five advisors managing about $213 million for roughly 113 clients. The firm provides discretionary portfolio management and financial planning using an evidence-based investing framework that emphasizes global diversification, factor exposures, and structured risk assessment.
Matthew R
Series 65
Las Vegas, NV
Adaptive Wealth Engineering
Matthew Ravenscroft is a Series 65-licensed advisor with Adaptive Wealth Engineering in Las Vegas, NV, and has seven years of industry experience. He has worked at Summit Portfolio Management since 2019 and also holds a full-time position as an electrical engineer at DMI Engineers. Adaptive Wealth Engineering is an SEC-registered advisory firm with five advisors managing approximately $213 million for individuals, pension and profit-sharing plans, and other business entities. The firm employs an evidence-based investing framework emphasizing global diversification, factor exposures in equities, and uses investment-grade bond funds to mitigate volatility.
Brandon C
Series 66
Las Vegas, NV
Adaptive Wealth Engineering
Brandon Cruz is a financial advisor at Adaptive Wealth Engineering with six years of industry experience. He holds the Series 66 designation and has worked at Summit Portfolio Management and Ameriprise Financial Services. Outside of finance, Cruz has held various roles including involvement with Archies Bar and Grill and First In The Pack. Adaptive Wealth Engineering is an SEC-registered advisory firm with five advisors managing approximately $213 million for about 113 clients. The firm provides discretionary portfolio management and financial planning using an evidence-based investing framework that emphasizes global diversification, factor exposures, and risk assessment, primarily implementing portfolios with ETFs and mutual funds.
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