Avery Niemann is a control person of Adaptation Financial Advisors and directly owns under 5% of it.
Adaptation Financial Advisors is an investment adviser based in Oklahoma City, OK, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $234 million, as filed on 6 May 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7296391
- Firm
- Adaptation Financial Advisors · CRD 309192
- Role
- Director
- In role since
- September 2024 · 2 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Oklahoma City, OK
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Avery Niemann work?
Avery Niemann has been Director of Adaptation Financial Advisors Inc. since September 2024, and is a control person of the firm.
How can I verify Avery Niemann’s record?
Avery Niemann’s role is listed on Adaptation Financial Advisors Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 309192.
