# Adapt Wealth Advisors, LLC

> 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.

- CRD: 329448
- Filed as: ADAPT WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329448
- AdvisorCensus page: https://advisorcensus.com/firm/adapt-wealth-advisors-llc-atlanta-ga-329448

## Quick answers

**How is Adapt Wealth Advisors, LLC compensated?**
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).

**Where is Adapt Wealth Advisors, LLC located?**
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).

**Is Adapt Wealth Advisors, LLC registered with the SEC or a state?**
Adapt Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329448.

**How much does Adapt Wealth Advisors, LLC manage?**
Adapt Wealth Advisors, LLC reports $469,203,918 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (99% discretionary).

**How have Adapt Wealth Advisors, LLC's assets and staff changed since 2024?**
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.

**What types of clients does Adapt Wealth Advisors, LLC serve?**
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).

**Which custodians does Adapt Wealth Advisors, LLC use?**
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.

**Does Adapt Wealth Advisors, LLC report any disciplinary disclosures?**
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

**Does Adapt Wealth Advisors, LLC state an account minimum?**
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."

**What changed in Adapt Wealth Advisors, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Account minimum: None

> AWA does not impose a minimum portfolio size or a minimum initial investment to open an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab Investment Advisory, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $469,203,918
- Discretionary: $465,753,918
- Non-discretionary: $3,450,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 307 | $105,260,788 |
| High net worth individuals | 149 | $363,089,200 |
| Charitable organizations | 2 | $389,181 |
| Corporations or other businesses not listed above | 5 | $464,749 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 12 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, LA, NC, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Columbia, SC
- Milledgeville, GA

### Websites listed on Form ADV (Item 1.I)
- adaptwealthadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $252,998,028 | 7 | June 5, 2024 |
| October 2025 | $327,765,997 | 10 | February 7, 2025 |
| October 2026 | $469,203,918 | 12 | September 16, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Adapt Wealth Advisors, LLC (CRD 329448): Form ADV filing data as of October 2026.