ADAP TAX FINANCIAL, INC.

ADAP TAX FINANCIAL, INC. of PLEASANTON, CA is an SEC-registered investment adviser (CRD 293211). Regulatory assets under management: $38.4M.

Registration

• CRD: 293211
• Type: Registered investment adviser
• Location: 4725 FIRST STREET, PLEASANTON, CA, 94566
• Phone: 925-218-2301
• Latest filing: 2026-08-05
• Regulatory AUM: $38.4M
• Discretionary AUM: $35.2M
• Non-discretionary AUM: $3.1M
• Clients: 1
• Accounts: 165

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 293211 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search