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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- Catalyst matrixQuantum meridian
- Established Date
- 08-09-2017
- Office Locations
- 6
Office Locations
About Adaptfirst Investments LLC
AdaptFirst Investments is a North Carolina-based RIA focused on small business owners, integrating personal and business finances into a comprehensive strategy spanning financial planning, tax coordination, and risk management. The team uses an investor behavioral profile to align preferences, biases, and risk tolerance with portfolio construction. Client portfolios are predominantly ETF-based, with custody support including Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Charles F Freeman
Chief Compliance Officer, Managing Member, President
- CRD
- #2963226
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
James C Byers II
Advisor
- CRD
- #5134439
JAMES JOSEPH EDDINGTON
Financial Consultant
- CRD
- #3260578
North radial
Capital alpha momentum
- CRD
- #21286
Showing 2 of 11 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,122,228 | -- |
| Non-Discretionary | $674,564 | -- |
| Total | $107,796,792 | -- |
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Separately Managed Accounts
Total SMA Asset: $107,796,792
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,049,750,048 | 32.4% |
| Cash | $1,603,784,796 | 49.5% |
| U.S. Government/Agency | $586,434,440 | 18.1% |
| Total | $3,239,969,284 | 100.0% |