$9.6M Total AUM
$9.6M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- VitalCapital +more
- Established Date
- 08-25-2015
- Office Locations
- 1
Office Locations
-- Olathe KS
About Adaptive Advisory, LLC
Adaptive Advisory, LLC is a Kansas-based RIA providing retirement and financial planning plus insurance and estate planning support. The firm manages portfolios using a tactical, rules-informed approach—monitoring markets daily and adjusting positioning using sensitive indicators—implemented primarily with ETFs. Serves retail clients, including business owners, and meets in person or virtually; custody includes Altruist.
Team overview
-- AVG AGE
$9.6M AVG AUM / ADVISOR
$598.4K AVG AUM / CLIENT
10.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Insight bridge Frontier
Client Personas
Capital
Custodian
Pioneer Crest Crest signal
Investment Themes
North Radial Delta
Investment Vehicles
Focus radial
Services
Insight capital Wave Summit Focus vital Meridian prime Glacier
Technology
Quantum legacy Ridge Delta alpha
Owner & Executives
No owner records available.
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Unlock allContacts
B
BRYON DAVID BROOKS
President
- CRD
- #6365003
(553) 865-6963
peak.pathway@beaconcapital.com
in linkedin.com/in/ridge-beacon
Showing 1 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,574,243 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,574,243 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,574,243
Equity - Exchange:
49.1% Cash:
50.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,376,842,844 | 49.1% |
| Cash | $3,500,637,491 | 50.9% |
| Total | $6,877,480,335 | 100.0% |