# Adam Apt

> Adam Apt is a fee-only financial advisor at Peabody River Asset Management in Cambridge, Massachusetts, who holds the CFA credential. Peabody River Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/adam-apt/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Peabody River Asset Management
- **Based in:** Cambridge, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $12.9M across 20 accounts
- **Credentials:** CFA
- **CRD:** 2913089 (https://adviserinfo.sec.gov/individual/summary/2913089)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2000)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.peabodyriver.com

## Frequently asked questions

### Is Adam Apt a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Peabody River Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam's firm, Peabody River Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Adam Apt based?

Adam Apt is based in Cambridge, Massachusetts.

### What credentials does Adam Apt hold?

Adam Apt holds the CFA credential.

### Is Adam Apt registered with the SEC?

Yes. Adam Apt is registered as an investment adviser representative in MA (CRD 2913089), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Peabody River Asset Management manage?

Peabody River Asset Management reports $12.9M across 20 accounts in assets under management.

### How do I contact Adam Apt?

Through Adam's website, www.peabodyriver.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2913089): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.