Adapt Wealth Advisors, Llc
- Regulatory AUM
- $469M
- Discretionary
- $466M
- Clients
- 463
- Avg AUM / client
- $1.0M
- Accounts
- 1,473
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 307 | $105M | 22.4% |
| High net worth individuals | 149 | $363M | 77.4% |
| Charitable organizations | 2 | $389K | 0.08% |
| Corporations and other businesses | 5 | $465K | 0.1% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donnie Wayne Robinson | Chief Operating Officer | CFP | Feb 2024 (3y) | Less than 5% |
| Higgins, Roseann | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% | |
| Jake Thomas Bryant | Member, Manager And Chief Executive Officer | Feb 2024 (3y) | 75% or more | |
| Jonathon Richard Mc Adow | Registered representative | Feb 2024 (2y) | ||
| Scott Maxey Herndon | Registered representative | Feb 2024 (2y) | ||
| Tyler Robinson | Registered representative | CFP | Mar 2024 (2y) | |
| Joseph A Clark | Registered representative | Apr 2025 (1y) | ||
| James Arthur Teeter | Registered representative | Jul 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 940 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $448M (95% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗