# Adaptive Advisory, LLC

> Adaptive Advisory, LLC is a state-registered investment advisory firm in Olathe, KS, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 175232
- Filed as: ADAPTIVE ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Olathe, KS
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/175232
- AdvisorCensus page: https://advisorcensus.com/firm/adaptive-advisory-llc-olathe-ks-175232

## Quick answers

**How is Adaptive Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Adaptive Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**Where is Adaptive Advisory, LLC located?**
Adaptive Advisory, LLC's principal office is in Olathe, KS, according to its Form ADV.

**Is Adaptive Advisory, LLC registered with the SEC or a state?**
Adaptive Advisory, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 175232.

**How much does Adaptive Advisory, LLC manage?**
Adaptive Advisory, LLC reports $9,574,243 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Adaptive Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16).

**Does Adaptive Advisory, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/175232

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $9,574,243
- Discretionary: $9,574,243
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $3,243,497 |
| High net worth individuals | Fewer than 5 | $6,330,746 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Adaptive Advisory, LLC (CRD 175232): Form ADV filing data as of October 2026.