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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail
- Platforms
- Timber momentum
- Established Date
- 08-25-2020
- Office Locations
- 1
Office Locations
About Adaptive Advice, LLC
Adaptive Advice, LLC is an Omaha-based RIA providing fiduciary, retirement-focused planning and ongoing investment management, with an emphasis on tax-efficient retirement income strategies (including Social Security and pension decisions, account sequencing) plus risk management and insurance review. Portfolios primarily use ETFs and public funds, custodied at Fidelity or Vanguard. The firm surveys clients annually and reports NPS scores of 84-100 over the last 3 years.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
JOSEPH EDWARD ELSASSER
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #4474692
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MICHAEL DOUGLAS CHOCHON
--
- CRD
- #3203736
Matthew Sorum
--
- CRD
- #8258198
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,289,099 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,289,099 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,289,099
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $410,875,383 | 32.4% |
| Public Funds | $546,565,710 | 43.1% |
| Cash | $310,692,805 | 24.5% |
| Total | $1,268,133,898 | 100.0% |