# Adept Benefits Solutions LLC

> Adept Benefits Solutions LLC is a state-registered investment advisory firm in Charlotte, NC, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated July 21, 2026.

- CRD: 335210
- Filed as: ADEPT BENEFITS SOLUTIONS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: July 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335210
- AdvisorCensus page: https://advisorcensus.com/firm/adept-benefits-solutions-llc-charlotte-nc-335210

## Quick answers

**How is Adept Benefits Solutions LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Adept Benefits Solutions LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Adept Benefits Solutions LLC located?**
Adept Benefits Solutions LLC's principal office is in Charlotte, NC, according to its Form ADV.

**Is Adept Benefits Solutions LLC registered with the SEC or a state?**
Adept Benefits Solutions LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335210.

**Does Adept Benefits Solutions 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/335210

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Adept Benefits Solutions LLC (CRD 335210): Form ADV filing data as of October 2026.