Luke Timothy Parton
Investment Adviser Representative at Adaptive Financial Consulting, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Luke Timothy Parton is an investment adviser representative with Adaptive Financial Consulting, LLC in Mount Pleasant, SC, where they have been registered since 2018. They have worked in the securities industry since 2013 and have been registered with 4 firms, including Kestra Investment Services, LLC and LPL Financial LLC. They have passed 2 industry qualification exams, including the Series 6 (investment company and variable products). They are registered to provide investment advice in South Carolina and Texas.
Registrations & licenses
- Investment adviser:
- South Carolina, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Adaptive Financial Consulting, LLCNov 2018 – no end date reportedDripping Springs, TX
- Adaptive Financial ConsultingMar 2016 – no end date reportedBeachwood, OH
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Adaptive Financial Consulting, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- $0 - $2,000,0001.00%
- $2,000,001 - $3,500,0000.90%
- $3,500,001 - $5,000,0000.80%
- $5,000,001 - $10,000,0000.70%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Advanced financial planning, asset management, advanced tax planning, corporate retirement plans, qualified and nonqualified plan design, estate and asset protection strategies, business owner planning, and investment management including customized ETF-based core portfolios.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Beachwood, OH
- SEC file number:
- 801-114947
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 5, 2026
View full firm profileOther advisors at Adaptive Financial Consulting, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Luke Timothy Parton has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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