# ADAPTFIRST INVESTMENTS LLC

ADAPTFIRST INVESTMENTS LLC is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 289096
- Type: SEC-registered investment adviser
- Phone: 336-759-0300
- Latest filing: 2026-03-17
- Regulatory AUM: $107.8M
- Discretionary AUM: $107.1M
- Non-discretionary AUM: $675K
- Clients: 12
- Accounts: 913

## Business model

- Compensation: % of AUM, Hourly, Fixed, Subscription
- Clients served: Individuals, High net worth, Corporations

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289096/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289096/similar
- Related entities: https://search.stillhousedata.com/firm/289096/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289096

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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.