# Adaptive Financial Solutions Inc

> Adaptive Financial Solutions Inc is a state-registered investment advisory firm in Waban, MA, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 293198
- Filed as: ADAPTIVE FINANCIAL SOLUTIONS INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Waban, MA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/293198
- AdvisorCensus page: https://advisorcensus.com/firm/adaptive-financial-solutions-inc-waban-ma-293198

## Quick answers

**How is Adaptive Financial Solutions Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Adaptive Financial Solutions Inc reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Adaptive Financial Solutions Inc located?**
Adaptive Financial Solutions Inc's principal office is in Waban, MA, according to its Form ADV.

**Is Adaptive Financial Solutions Inc registered with the SEC or a state?**
Adaptive Financial Solutions Inc is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 293198.

**How much does Adaptive Financial Solutions Inc manage?**
Adaptive Financial Solutions Inc reports $9,730,553 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Adaptive Financial Solutions Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10).

**Does Adaptive Financial Solutions Inc 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/293198

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $9,730,553
- Discretionary: $9,730,553
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $650,287 |
| High net worth individuals | 10 | $9,080,266 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Adaptive Financial Solutions Inc (CRD 293198): Form ADV filing data as of October 2026.