ADAPT WEALTH ADVISORS, LLC

CRD

329448

SEC file #

801-129358

EIN

255257356

DBA names

—

Economics

AUM

$469.2M

AUM band

$100M-$500M

AUM trajectory

'25 · $327.8M

'26 · $469.2M

'25'26

$327.8M → $469.2M▲ +43%

sec adv history

Client mix

Individuals Other	307
Individuals High Net Worth	149
Corporations	5
Charitable Organizations	2

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 6 advisors

'26 · 10 advisors

'25'26

6 advisors → 10 advisors▲ +67%

sec adv history

Primary office

ATLANTA GA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/30/2026

ADV-W filed at

—

Website

adaptwealthadvisors.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BRYANT, JAKE, THOMAS

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

BRYANT, JAKE, THOMAS

ROBINSON, DONNIE, WAYNE

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

ADAPTWEALTHADVISORS.COM

Rdap Domain Creation Date

2023-11-13T21:57:58Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002013937

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2024-05-02

Edgar Last Filing Date

2026-05-11

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-11

Accession0001765380-26-000197

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.4192

Soi Zip Pct 200k Plus

0.2135

Soi Zip Returns 200k Plus

4,320

Soi Zip Total AGI

3,710,110

Fdic Zip Total Deposits

51,425,669,000

Fdic Zip Branch Count

569

Fdic Zip Top Banks

Bank of America, National Association

Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

6285 BARFIELD RDATLANTA, GA 30328

Business

6285 BARFIELD RDATLANTA, GA 30328

Edgar EIN

255257356

Edgar Recent Filings

13F-HR2026-05-11 · 0001765380-26-000197

13F-HR2026-02-10 · 0001765380-26-000085

Fdic Zip Branches Raw

The Prudential Bank and Trust CompanyAtlanta, GA

First Union National Bank of GeorgiaFulton County, GA

Fdic Zip HHI

650.15

Fdic Zip Top Bank Share Pct

12.88

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-11-13T21:57:58Z

Rdap Domain Last Changed

2024-10-16T11:01:52Z

Rdap Nameservers

Ns03.domaincontrol.comNs04.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	46,373
Returns	3,890

Stub 2

AGI	109,956
Returns	2,950

Stub 3

AGI	169,347
Returns	2,720

Soi Zip Total Business Income

95,981

Soi Zip Total Cap Gains

515,673

Soi Zip Total Dividends

152,193

Soi Zip Total Returns

20,230

Top Owner CRD

3086472

Trust Company Affiliate