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Chief Investment Officer · Adaptive Financial Consulting, LLC

Jonathan I. Grundman

CRD 6537885 · Named on Form ADV at one SEC-registered adviser

At a glance

Adaptive Financial Consulting, LLC, an SEC-registered wealth manager based in Beachwood, OH with $547 million in regulatory assets, lists Jonathan I. Grundman on its Form ADV as Chief Investment Officer.

Firms and roles

AtlasMembers

Jonathan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jeremy B. ThompsonManaging Member & Chief Compliance Officer, Adaptive Financial Consulting, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.