# ADAP TAX FINANCIAL, INC.

ADAP TAX FINANCIAL, INC. of PLEASANTON, CA is an SEC-registered investment adviser.

## Registration

- CRD: 293211
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/293211/brochure
- Similar advisers: https://search.stillhousedata.com/firm/293211/similar
- Related entities: https://search.stillhousedata.com/firm/293211/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/293211

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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.