Adapt Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Adapt Wealth Advisors reports 463 clients. They include 307 individual clients, 149 high-net-worth individuals, and 5 corporations and other businesses. Of its assets, 99.3% ($466M across 1,461 accounts) are managed with discretion; $3.45M across 12 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 22% |
| High-net-worth individuals | 32% | 77% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 307 | $105M | 22.4% | $343K |
| High-net-worth individuals | 149 | $363M | 77.4% | $2.44M |
| Charitable organizations | 2 | $389K | 0.1% | $195K |
| Corporations and other businesses | 5 | $465K | 0.1% | $92.9K |
| Total | 463 | $469M | 100% | $1.01M |
- Clients
- 307
- Regulatory AUM
- $105M
- AUM share
- 22.4%
- Avg. per client
- $343K
- Clients
- 149
- Regulatory AUM
- $363M
- AUM share
- 77.4%
- Avg. per client
- $2.44M
- Clients
- 2
- Regulatory AUM
- $389K
- AUM share
- 0.1%
- Avg. per client
- $195K
- Clients
- 5
- Regulatory AUM
- $465K
- AUM share
- 0.1%
- Avg. per client
- $92.9K
Total
- Clients
- 463
- Regulatory AUM
- $469M
- AUM share
- 100%
- Avg. per client
- $1.01M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Adapt Wealth Advisors charges up to 2.00% a year for its Investment Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Fixed fee of $1,200 to $20,000 depending on the plan, or an hourly fee of up to $500 for planning-only clients.
Jake Bryant owns 75% or more of Adapt Wealth Advisors. Jake Bryant is CEO; the leadership team includes Chief Operating Officer Donnie Robinson and Chief Compliance Officer Roseann Higgins. It has 12 employees, 10 of them in advisory roles.
Leadership
Jake BryantMember, Manager and Chief Executive Officer- Donnie RobinsonChief Operating Officer
- Roseann HigginsChief Compliance Officer
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
Staff
- 12 employees
- 10 in advisory functions
- 10 state-registered reps
- 5 insurance agents
- Owns 75% or more of Adapt Wealth Advisors, LLC
Jake Bryant
Control person · since February 2024
- Owns 5% to 10% of Adapt Wealth Advisors, LLC
Donnie Robinson
Control person · since January 2025
Adapt Wealth Advisors’ regulatory assets grew 1.9× from $253M (June 2024) to $469M (September 2026); clients rose from 237 to 463 and employees from 7 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $469M | 463 | 12 | 3 |
| February 2025 | $328M | 302 | 10 | 2 |
| June 2024 | $253M | 237 | 7 | 2 |
Besides its headquarters, Adapt Wealth Advisors has 2 offices, with 3 listed addresses in Georgia and South Carolina.
Georgia · 2 listed addresses
- 6285 Barfield RD., Suite 250, AtlantaHQ
- 2705 N Columbia St, Milledgeville
South Carolina · 1 listed address
- 3965 Southeastern Way, Columbia
Contact and registration details
- Legal name
- Adapt Wealth Advisors, LLC
- Headquarters
- 6285 Barfield RD., Suite 250, Atlanta, GA 30328
- Website
- adaptwealthadvisors.com
- Phone
- 404-594-5559
- SEC file
- 801-129358
- Structure
- Georgia LLC
- Fiscal year end
- December
Adapt Wealth Advisors uses Charles Schwab ($448M) as custodian for its separately managed accounts. Adapt Wealth Advisors has custody of $52.4M in client assets for 66 clients.
- Charles SchwabCharles Schwab Investment Advisory, Inc. · San Francisco, CA · $448M100%
At year end, Adapt Wealth Advisors’ separately managed accounts were mostly in funds (80%) and stocks (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $306M across 94 positions; the largest are iShares TR (11.1%), Invesco Exch Traded FD TR II (10.8%) and Invesco Exch Traded FD TR II (7.7%).
What the accounts hold
- Stocks13%
- Funds80%
- Registered funds77%
- Pooled vehicles3%
- Bonds1%
- Cash3%
- Other3%
- Fixed index annuities3%
Reported 13F holdings
- $306M
- Reported 13F value
- 94
- Positions
- 61.8%
- In the 10 largest
- +10.7%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF11.1%
- Invesco Exch Traded FD TR II · Nasdaq 100 ETF10.8%
- Invesco Exch Traded FD TR II · S&P 500 Momntm7.7%
- Victory Portfolios II · Shs FR CA FL ETF6.2%
- Alps ETF TR · Smith Core Plus5.7%
- Global X Fds · Artificial ETF4.6%
- Thornburg ETF TR · Intl Equity ETF4.3%
- Invesco Exchange Traded FD T · Aerospace Defn4.1%
- Global X Fds · US Infr Dev ETF4.1%
- Vaneck ETF Trust · Semiconductr ETF3.2%
Together, the ten largest are 61.8% of reported value.
How many clients does Adapt Wealth Advisors have?
Adapt Wealth Advisors has 463 clients and manages $469 million for them, as of September 2026. They include 307 individual clients, 149 high-net-worth individuals, and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 September 2026
What services does Adapt Wealth Advisors offer?
Adapt Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Adapt Wealth Advisors charge?
Adapt Wealth Advisors charges up to 2.00% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Source: ADAPT WEALTH ADVISORS ADV PART 2A 09-2026, filed 16 September 2026
Which custodians does Adapt Wealth Advisors use?
Adapt Wealth Advisors’ separately managed account assets are held at Charles Schwab Investment Advisory, Inc. (San Francisco, CA), with $448M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 September 2026
How many financial advisors does Adapt Wealth Advisors have?
Adapt Wealth Advisors has 10 investment adviser representatives registered with state securities authorities, out of 12 employees, and 10 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Adapt Wealth Advisors invest in?
At the end of its last fiscal year, Adapt Wealth Advisors’ separately managed accounts held 77% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 3% pooled vehicles (private funds and similar), 3% cash and equivalents, 3% other and 1% state and local bonds. The 3% other category is described as: Fixed Index Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Adapt Wealth Advisors?
Adapt Wealth Advisors’ direct owners are Jake Bryant (75% or more) and Donnie Robinson (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 September 2026
How does Adapt Wealth Advisors get paid?
Adapt Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Adapt Wealth Advisors registered with the SEC?
Yes, Adapt Wealth Advisors has been registered with the SEC as an investment adviser since 7 February 2024. Its CRD number is 329448 and its SEC file number is 801-129358.
Source: Form ADV Part 1A, Item 1, filed 16 September 2026; IAPD firm record
How do I contact Adapt Wealth Advisors?
Adapt Wealth Advisors’ main office is at 6285 Barfield RD., Suite 250, Atlanta, GA 30328. Its phone number is 404-594-5559. Its website is adaptwealthadvisors.com.