ADAPTFIRST INVESTMENTS LLC
CRD 289096
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$107.8M
Discretionary AUM
$107.1M
Team
12 total employees; 12 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
Yes
Verify reputation
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- SEC IAPD →
Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.
- FINRA BrokerCheck →
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- Better Business Bureau →
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 551 | $74.5M |
| High net worth individuals | 33 | $33.3M |
All web addresses on file
- https://www.adaptfirst.com
- https://www.facebook.com/AdaptFirst/
- https://www.linkedin.com/in/charlesfreemancfa/
- https://twitter.com/CharlesFFreeman
- https://www.linkedin.com/company/adaptfirst-investments/
- https://www.garnerwealthstrategies.com
- http://byerswealthstrategies.com/
- https://insurance-coach.com/
- https://www.youtube.com/@adaptfirst
- https://www.instagram.com/adaptfirst_tax_and_invest/
Official SEC filing: View on IAPD