{
  "crd_number": 329448,
  "slug": "adapt-wealth-advisors-llc-atlanta-ga-329448",
  "primary_business_name": "ADAPT WEALTH ADVISORS, LLC",
  "legal_name": "ADAPT WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-02-07",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-09-16",
  "carried_forward": false,
  "raum_total": 469203918.0,
  "raum_discretionary": 465753918.0,
  "raum_non_discretionary": 3450000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 12,
  "advisory_employees": 10,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 389181.0,
      "count": 2
    },
    "individuals": {
      "raum": 105260788.0,
      "count": 307
    },
    "high_net_worth_individuals": {
      "raum": 363089200.0,
      "count": 149
    },
    "corporations_other_businesses": {
      "raum": 464749.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "GA",
    "LA",
    "NC",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://adaptwealthadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329448",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/adapt-wealth-advisors-llc-atlanta-ga-329448",
  "display_name": "Adapt Wealth Advisors, LLC",
  "summary": "Adapt Wealth Advisors, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.",
  "citation": "AdvisorCensus. Adapt Wealth Advisors, LLC (CRD 329448): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Adapt Wealth Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Adapt Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Adapt Wealth Advisors, LLC located?",
      "a": "Adapt Wealth Advisors, LLC's principal office is in Atlanta, GA, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Adapt Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "Adapt Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329448."
    },
    {
      "q": "How much does Adapt Wealth Advisors, LLC manage?",
      "a": "Adapt Wealth Advisors, LLC reports $469,203,918 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (99% discretionary)."
    },
    {
      "q": "How have Adapt Wealth Advisors, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Adapt Wealth Advisors, LLC: Regulatory assets under management: $252,998,028 in the October 2024 data and $469,203,918 in the October 2026 data, up 85%. Total employees: 7 in October 2024 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Adapt Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (307); high net worth individuals (149); corporations or other businesses not listed above (5)."
    },
    {
      "q": "Which custodians does Adapt Wealth Advisors, LLC use?",
      "a": "Adapt Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab Investment Advisory, Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Adapt Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329448"
    },
    {
      "q": "Does Adapt Wealth Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 26, 2026 says: \"AWA does not impose a minimum portfolio size or a minimum initial investment to open an account.\""
    },
    {
      "q": "What changed in Adapt Wealth Advisors, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $327,765,997 to $469,203,918 (+43%). Employees performing advisory functions went from 6 to 10. Added an office in Columbia, SC."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 252998028.0,
      "total_employees": 7,
      "filing_date": "2024-06-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 327765997.0,
      "total_employees": 10,
      "filing_date": "2025-02-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 469203918.0,
      "total_employees": 12,
      "filing_date": "2026-09-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $327,765,997 to $469,203,918 (+43%).",
        "Employees performing advisory functions went from 6 to 10.",
        "Added an office in Columbia, SC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 26, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "AWA does not impose a minimum portfolio size or a minimum initial investment to open an account."
        ]
      }
    ],
    "quotes": [
      "AWA does not impose a minimum portfolio size or a minimum initial investment to open an account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab Investment Advisory, Inc.",
      "name_as_filed": "CHARLES SCHWAB INVESTMENT ADVISORY, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/adapt-wealth-advisors-llc-atlanta-ga-329448.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 307,
      "fewer_than_5": false,
      "raum": 105260788.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 149,
      "fewer_than_5": false,
      "raum": 363089200.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": false,
      "raum": 389181.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 464749.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329448",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}