Adaptation Financial Advisors Inc.
Adaptation Financial Advisors Inc. is an SEC-registered mass-market adviser in Oklahoma City, OK with $233.6M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Adaptation Financial Advisors Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309192, SEC 801-118982, data through 2026-05-06.
- AUM (assets under management / regulatory AUM)
- $233.6M (2026-05-06)
- Firm type
- Mass-Market Adviser
- Location
- Oklahoma City, OK
- Employees
- 4
- Clients
- 690
- CRD
- 309192
- Ownership
- APN ADAPTATION FINANCIAL HOLDINGS, LLC; Cox, Kevin, Vincent; BOX TAYLOR, ANNETTA, MARIE; NIEMANN, ALAN, PHILIP; ROBINSON, MITCH, LEBON-MELLENCAMP
How much AUM does Adaptation Financial Advisors Inc. have?
Adaptation Financial Advisors Inc. reported $233.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-06).
Who owns Adaptation Financial Advisors Inc.?
Disclosed owners and executives of Adaptation Financial Advisors Inc. include APN ADAPTATION FINANCIAL HOLDINGS, LLC, Cox, Kevin, Vincent, BOX TAYLOR, ANNETTA, MARIE, NIEMANN, ALAN, PHILIP, ROBINSON, MITCH, LEBON-MELLENCAMP. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.