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The fee is billed in arrears and is negotiable.","source":"ADAPT WEALTH ADVISORS ADV PART 2A 09-2026, filed 16 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Adapt Wealth Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Adapt Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Adapt Wealth Advisors invest in?","answer":"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. 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