ADAPTATION FINANCIAL ADVISORS INC. of OKLAHOMA CITY, OK is an SEC-registered investment adviser (CRD 309192). Regulatory assets under management: $233.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Scott Wozniak | OWNER | NEWNAN, GA |
| Alan Philip Niemann | CEO, CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Michael David Krost | SHAREHOLDER | — |
| Avery Gweb Niemann | DIRECTOR | — |
| EISCHEN TIMOTHY PAUL | SHAREHOLDER | — |
| KROST MICHAEL DAVID | SHAREHOLDER | — |
| ROBINSON MITCHELL KEAN | DIRECTOR OF COMPLIANCE; DIRECTOR OF COMPLIANCE, CHIEF COMPLIANCE OFFICER | — |
| Cox Kevin Vincent | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| NIEMANN ALAN PHILIP | CEO; CEO, CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER (+2 more) | — |
| BOX TAYLOR ANNETTA MARIE | ASSISTANT COMPLIANCE OFFICER | — |
| ROBINSON MITCH LEBON-MELLENCAMP | DIRECTOR OF COMPLIANCE | — |
| Butcher Kacey Lee | OWNER | — |
| Wozniak Scott | OWNER | — |
| Niemann Avery Gweb | DIRECTOR | — |