ADAPTIVE INVESTMENTS is a Alpharetta, Georgia based financial advisory firm with nearly $321,103,739 in assets under management and provides investment advisory services for 9 clients. There are currently 7 financial advisors at the firm.
General Information |
| Firm CRD#: | 281201 | |
| SEC#: | 801-106545 | |
| Assets under Management: | $321,103,739 | |
| No. of Clients: | 9 | |
| No. of Advisors: | 7 | |
| Advisory Services Provided: | Portfolio Management for Investment, Portfolio Management for Business | |
| Fee Structure: | A Percentage of AUM |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| ADVISORY SERVICES NETWORK | 146051 | 801-71112 | 22847 | 212 | $5,772,354,974 |
| TRIAD HYBRID SOLUTIONS | 171070 | 801-80075 | 20694 | 1748 | $4,629,147,942 |
| MERIT FINANCIAL ADVISORS | 142457 | 801-67462 | 19368 | 217 | $5,522,570,668 |
| HOWARD CAPITAL MANAGEMENT, INC. | 118070 | 801-69763 | 14082 | 41 | $4,530,860,394 |
| SYNOVUS SECURITIES, INC. | 14023 | 801-19690 | 12071 | 298 | $5,803,534,438 |
| CAPITAL INVESTMENT ADVISORS, LLC | 158055 | 801-72532 | 11018 | 64 | $4,353,423,873 |
| SIGNATUREFD, LLC | 112758 | 801-60393 | 9057 | 99 | $6,146,773,595 |
| BALENTINE | 152511 | 801-70910 | 5452 | 53 | $4,360,779,247 |
| EDGE CAPITAL GROUP, LLC | 297596 | 801-113638 | 2930 | 34 | $5,219,394,777 |
| NICHOLAS HOFFMAN & COMPANY, LLC | 144516 | 801-68306 | 2031 | 20 | $5,468,094,894 |
| ASSET PRESERVATION ADVISORS, LLC | 106741 | 801-41636 | 1848 | 17 | $5,802,919,105 |
| CLEAR INVESTMENT RESEARCH, LLC | 172685 | 801-80259 | 219 | 5 | $5,244,653,328 |
| FOREST INVESTMENT ASSOCIATES | 110163 | 801-27363 | 23 | 54 | $4,638,104,805 |
| CORTLAND INVESTMENT MANAGEMENT, LLC | 299369 | 801-114572 | 6 | 117 | $5,959,125,031 |
| GMT CAPITAL CORP. | 160404 | 801-74021 | 6 | 19 | $4,952,121,957 |