CRD: 288185
Adaptive Financial Consulting, LLC
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- Custodian
- Ascensus ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-26-2017
- Office Locations
- 3
Office Locations
About Adaptive Financial Consulting, LLC
Adaptive Financial Consulting is a comprehensive wealth management firm delivering integrated financial planning and asset management for early-, growth-, and exit-stage business owners, high-net-worth individuals, and qualified and nonqualified corporate plans. The team emphasizes advanced tax planning, retirement plan design, estate and asset protection, and coordinated investment strategy via a Discovery, Design, Implementation, and Ongoing Management process.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEREMY BIGELOW THOMPSON
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4441474
- Ownership
- 75% or more
JONATHAN IAN GRUNDMAN
Chief Investment Officer, Portfolio Manager
- CRD
- #6537885
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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RACHELLE RENEE KOVACS
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- CRD
- #3274439
Michael Christopher Krueger
Wealth Advisor
- CRD
- #2938876
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $516,760,645 | $1,009,298 |
| Non-Discretionary | $30,339,018 | $505,650 |
| Total | $547,099,663 | $956,468 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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