# ADAPTIVE FINANCIAL CONSULTING, LLC

ADAPTIVE FINANCIAL CONSULTING, LLC of BEACHWOOD, OH is an SEC-registered investment adviser.

## Registration

- CRD: 288185
- Type: SEC-registered investment adviser
- SEC file number: 801-114947
- Location: 3401 ENTERPRISE PARKWAY, BEACHWOOD, OH, 44122
- Phone: 440-359-3468
- Latest filing: 2026-03-05
- Regulatory AUM: $547.1M
- Discretionary AUM: $516.8M
- Non-discretionary AUM: $30.3M
- Clients: 8
- Accounts: 572

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jeremy Bigelow Thompson | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Jonathan Ian Grundman | CHIEF INVESTMENT OFFICER | — |
| THOMPSON JEREMY BIGELOW | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| GRUNDMAN JONATHAN IAN | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288185/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288185/similar
- Related entities: https://search.stillhousedata.com/firm/288185/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288185

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.