This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Matrix
- Established Date
- 02-01-2024
- Office Locations
- 3
Office Locations
About Adapt Wealth Advisors, LLC
Adapt Wealth Advisors is a federally registered RIA providing ongoing financial planning and wealth management built around adaptive, tax-smart strategies. The firm focuses on families (including multigenerational planning) and common priorities like retirement, tax reduction, and legacy/estate planning, pairing an investment plan with disciplined, proactive reviews as laws and circumstances change. Operates as a fiduciary with transparent pricing; client assets can be accessed via Charles Schwab and an Orion-based client portal.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAKE THOMAS BRYANT
Chief Executive Officer, Manager
- CRD
- #3086472
- Ownership
- 75% or more
DONNIE WAYNE ROBINSON
CHIEF OPERATING OFFICER
- CRD
- #4970465
- Ownership
- 5% but less than 10%
Vertex summit
Element prime fusion
- CRD
- #56917
- Ownership
- 11.5%
Showing 2 of 3 owners & executives
Unlock allContacts
Joseph A Clark
--
- CRD
- #7737510
Scott Maxey Herndon
Financial Advisor
- CRD
- #6568309
Radial summit
Timber pioneer capital
- CRD
- #87707
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $465,753,918 | $318,791 |
| Non-Discretionary | $3,450,000 | $287,500 |
| Total | $469,203,918 | $318,536 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $469,203,918
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $86,905,248 | 22.4% |
| Equity - Exchange | $90,784,946 | 23.4% |
| Cash | $70,610,514 | 18.2% |
| Other | $40,348,865 | 10.4% |
| Private Funds | $17,458,643 | 4.5% |
| Municipal Bonds | $81,861,639 | 21.1% |
| Total | $387,969,855 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH RIDGE VERTEX | EMBER EAGLE | 36OOIP1EY | AWNT | 12.40% | $27,625,716 |
| CREST MATRIX | VALUE HORIZON | 5D5J5UHYR | TALND | 9.23% | $75,031,615 |
| CREST MATRIX | ALPHA VITAL | 9PDGHQPKD | JGME | 11.30% | $104,226,444 |
| VECTOR FOUNDATION | HARBOR DELTA | 5X2HH1W55 | ZSYK | 11.38% | $35,433,493 |
| CAPITAL DELTA PATHWAY | FUSION UNISON | AUJ4Z39S4 | DRM | 11.41% | $24,654,229 |
| EMBER CATALYST VECTOR | DELTA GLACIER | FIBW3V3ZP | RZNZX | 7.42% | $45,342,018 |
| ELEMENT PRIME | CATALYST DELTA | FAI3MRYPK | NLJ | 10.88% | $21,315,194 |
| CATALYST CREST | FOCUS EAGLE | H2Z54V81P | ATRN | 3.15% | $44,858,328 |