ADAPTFIRST INVESTMENTS LLC

Latest filing: Oct 03, 2024 (27 days ago)

AUM

$55,304,957
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago

Employee Count

12
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago

Main Office

, NC
, , NC, ,

Client AUM

Discretion AUM
Discretionary $0.1
Non-Discretionary $0.0
Total $0.1
Client AUM
Retail $0.1
Pooled $0.0
Institutional $0.0
Total $0.1
Retail Accounts AUM
Individual 509 $0.0
Average Individual AUM $69,035
HNW 37 $0.0
Average HNW AUM $545,035
Retail Total 546 $0.1
Average Retail AUM $101,291

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.1
Retail SMA AUM $0.1
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

No control persons found

ADVDB.CO • SOURCE: SEC

Representatives

13 active representatives found

Name City State Exams Designations
MICHAEL SMITH GREENSBORO NC S63|1994-03-24|S65|2014-05-20 CHARTERED FINANCIAL CONSULTANT
JARED GIBBS GREENSBORO NC S65|2023-11-13
RYAN GEHSMANN GREENSBORO NC S66|2016-05-26
LESLIE GARNER GREENSBORO NC S66|2015-03-18 CERTIFIED FINANCIAL PLANNER
GEORGE KITCHEN GREENSBORO NC S63|2010-09-10|S66|2021-08-05
ROBERT MASTEN GREENSBORO NC S63|2002-01-25|S65|2007-07-24
BOBBY WRIGHT GREENSBORO NC S65|2021-01-04
JAMES EDDINGTON GREENSBORO NC S66|2013-04-23
GREGORY SCHLAUDECKER GREENSBORO NC S63|1990-08-03|S65|1998-06-24
WALTER LASLEY GREENSBORO NC S63|1982-07-27|S66|2009-01-23
TRISTEN GADBERRY GREENSBORO NC S65|2018-03-09
JAMES BYERS GREENSBORO NC S63|2006-07-07|S65|2009-01-09
CHARLES FREEMAN GREENSBORO NC S63|2002-01-30|S66|2006-02-25 CHARTERED FINANCIAL ANALYST

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
CA-02/23/2021, FL-06/06/2022, GA-07/31/2023, IN-06/12/2023, MD-01/25/2021, NC-08/09/2017, NY-10/14/2020, OH-09/01/2020, SC-04/16/2021, TX-02/16/2023
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
NEWSLETTERS
OTHER ACTIVITIES
REP BROKER DEALER
INSURANCE AGENT
ACCOUNTING FIRM

ADVDB.CO • SOURCE: SEC FORM ADV