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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ADAPT WEALTH ADVISORS, LLC

CRD 329448

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fb88d0be-df95-62b0-5b28-1d19be39d425

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 7
On other graphs: 0
Observed: Dec 15, 2023 to Sep 16, 2026
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $469MItem 5.F on the latest filing (2026-09-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $466M
Private client RAUM: $468MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $67.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 10
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,473
Individual clients: 307
High net worth clients: 149
Custody, client assets: $52.4M
SEC number: 801-129358
CRD: 329448
Filings on the tape: 11
First filed: Dec 15, 2023
Latest filed: Sep 16, 2026
Organised: Limited Liability Company, GA
Website: adaptwealthadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAKE THOMAS BRYANT	Chartered Financial Consultant	ATLANTA, GA	2	28	1	yes
Jonathon Richard McAdow	n/a	ATLANTA, GA	2	22	6	no
DONNIE WAYNE ROBINSON	n/a	ATLANTA, GA	2	21	5	no
Scott Maxey Herndon	n/a	ATLANTA, GA	2	11	1	no
Tyler Robinson	Certified Financial Planner	ATLANTA, GA	2	9	1	no
Joseph A Clark	n/a	ATLANTA, GA	1	10	1	no
JAMES ARTHUR TEETER	n/a	ATLANTA, GA \| West Columbia, SC	1	39	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRYANT, JAKE, THOMAS	MEMBER, MANAGER AND CHIEF EXECUTIVE OFFICER	E	yes	02/2024	Jan 26, 2024	Jun 5, 2024
ROBINSON, DONNIE, WAYNE	CHIEF OPERATING OFFICER	Na	yes	02/2024	Mar 25, 2024	Jun 5, 2024
HIGGINS, ROSEANN	CHIEF COMPLIANCE OFFICER	Na	no	02/2024	Feb 8, 2024	Jun 5, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Milledgeville	Ga	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$469M	$466M	12	10	2	n/a	n/a
2024	Feb 7, 2025	$328M	$328M	10	6	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	14.3%	0	0	0	8	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$469M	$328M	43.2%	n/a	n/a	12	10	2	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AMERIPRISE FINANCIAL SERVICES, LLC	4	Feb 16, 2024	Feb 15, 2024	MILLEDGEVILLE, GA	Team lift out	Ibd to new firm	0.0%

Relationships

Registered with (8)

← JAMES ARTHUR TEETERAdvisorregistration: current employment
Jul 8, 2025 to presentfactForm ADV
← Joseph A ClarkAdvisorregistration: current employment
Apr 11, 2025 to presentfactForm ADV
← Tyler RobinsonAdvisorregistration: current employment
Mar 11, 2024 to presentfactForm ADV
← JAKE THOMAS BRYANTAdvisorregistration: current employment
Feb 15, 2024 to presentfactForm ADV
← Jonathon Richard McAdowAdvisorregistration: current employment
Feb 15, 2024 to presentfactForm ADV
← DONNIE WAYNE ROBINSONAdvisorregistration: current employment
Feb 15, 2024 to presentfactForm ADV
← Scott Maxey HerndonAdvisorregistration: current employment
Feb 15, 2024 to presentfactForm ADV
← Thomas Justin KozelkaAdvisorregistration: previous registration
May 20, 2024 to Jun 14, 2026factForm ADV

Owns (1)

← HIGGINS, ROSEANNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 8, 2024 to Jun 5, 2024factForm ADV

Controls (2)

← BRYANT, JAKE, THOMASOwnerMEMBER, MANAGER AND CHIEF EXECUTIVE OFFICER, ownership code E, individual
Jan 26, 2024 to Jun 5, 2024factForm ADV
← ROBINSON, DONNIE, WAYNEOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 25, 2024 to Jun 5, 2024factForm ADV

Moved with (1)

← AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviser4 advisors, team lift out
Feb 16, 2024 to Feb 15, 2024factForm ADV

Dated events

Occurred
Jun 14, 2026
Advisor changed firm
Thomas Justin Kozelka left Adapt Wealth Advisors, Llc for Integras Partners, Llc (registered 2026-06-26)
Form ADVobserved 5 days ago
Occurred
Feb 26, 2026
Regulatory AUM changed
Adapt Wealth Advisors, Llc reported RAUM $469.2M, up 43% from $327.8M (2025-02-07 to 2026-02-26)
Form ADVobserved 5 days ago
$141M
Occurred
Mar 25, 2024
Control person joined
Wayne Donnie Robinson (Chief Operating Officer) appeared on Schedule A of Adapt Wealth Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Feb 16, 2024
Team lift-out
4 advisors left Ameriprise Financial Services, LLC (Milledgeville, GA) for Adapt Wealth Advisors, LLC within 6 days
Form ADVobserved 5 days ago
4 advisors
Occurred
Feb 8, 2024
Control person left
Sean Kevin Woodard (Member, Manager And Chief Compliance Officer) no longer on Schedule A of Adapt Wealth Advisors, Llc (listed 2024-01-26, absent 2024-02-08)
Form ADVobserved 5 days ago
Occurred
Jan 26, 2024
Control person joined
Thomas Jake Bryant (Member, Manager And Chief Executive Officer) appeared on Schedule A of Adapt Wealth Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Dec 15, 2023
First Form ADV filing
Roy Wealth Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fb88d0be-df95-62b0-5b28-1d19be39d425
First observed: Dec 15, 2023
Last observed: Sep 16, 2026 4 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ADAPT WEALTH ADVISORS, LLC

CRD 329448

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fb88d0be-df95-62b0-5b28-1d19be39d425

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:37 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAKE THOMAS BRYANT

Chartered Financial Consultant

ATLANTA, GA

yes

Jonathon Richard McAdow

n/a

ATLANTA, GA

DONNIE WAYNE ROBINSON

n/a

ATLANTA, GA

Scott Maxey Herndon

n/a

ATLANTA, GA

Tyler Robinson

Certified Financial Planner

ATLANTA, GA

Joseph A Clark

n/a

ATLANTA, GA

JAMES ARTHUR TEETER

n/a

ATLANTA, GA | West Columbia, SC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRYANT, JAKE, THOMAS

MEMBER, MANAGER AND CHIEF EXECUTIVE OFFICER

yes

02/2024

Jan 26, 2024

Jun 5, 2024

ROBINSON, DONNIE, WAYNE

CHIEF OPERATING OFFICER

yes

02/2024

Mar 25, 2024

Jun 5, 2024

HIGGINS, ROSEANN

CHIEF COMPLIANCE OFFICER

02/2024

Feb 8, 2024

Jun 5, 2024

City

State

Country

Employees

Also broker-dealer

Milledgeville

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$469M

$466M

n/a

2024

Feb 7, 2025

$328M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

14.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$469M

$328M

43.2%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AMERIPRISE FINANCIAL SERVICES, LLC

Feb 16, 2024

Feb 15, 2024

MILLEDGEVILLE, GA

Team lift out

Ibd to new firm

0.0%