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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-08-2018
- Office Locations
- 1
Office Locations
About Adap TAX Financial, Inc.
Adap Tax Financial, Inc. is a Bay Area tax, accounting, financial planning, and investment advisory firm serving clients since 2004. A fee-only fiduciary team of CPAs, Enrolled Agents, and CFP® professionals provides holistic, tax-advantaged planning and portfolio advice for technology professionals/executives with equity compensation, small business owners, and investors, including expatriates and others with international tax reporting needs. Custody commonly via Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Gregory Francis Crofton
Financial Advisor, President
- CRD
- #6915659
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,242,016 | -- |
| Non-Discretionary | $3,113,752 | -- |
| Total | $38,355,768 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,355,768
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,199,765,408 | 13.7% |
| Equity - Exchange | $1,515,032,231 | 17.3% |
| Cash | $840,711,527 | 9.6% |
| Derivatives | $3,818,231,518 | 43.6% |
| U.S. Government/Agency | $1,383,671,055 | 15.8% |
| Total | $8,757,411,739 | 100.0% |