Investment adviser representative · Adaptive Financial Consulting, LLC
Tobias R. Yearms
CRD 6555457 · Beachwood, OH
At a glance
Tobias R. Yearms is an investment adviser representative with Adaptive Financial Consulting, LLC in Beachwood, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Tobias’s SEC record dates to 2015, about 10 years ago.
Current advisory firm
- Adaptive Financial Consulting, LLCSince August 2017Beachwood, OH · $547M in regulatory assets
SEC adviser record
- Registered since
- 2015 (10 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 4 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Tobias’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Adaptive Financial Consulting, LLC
- Rachelle R. KovacsBeachwood · Certified Financial Planner
- Michael C. KruegerBeachwood
- Jeremy B. ThompsonBeachwood · Certified Financial Planner
- Jonathan I. GrundmanSan Diego · Chartered Financial Analyst
- Luke T. PartonMount Pleasant · Chartered Financial Consultant
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