Adam Apt
Peabody River Asset Management · Cambridge, Massachusetts
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.
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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 | $12.9M across 20 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 2913089 |
| Exams passed | Series 65 (2000) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.peabodyriver.com |
| Profile |
How Adam's firm compares
- Peabody River Asset Management's average account is about $644,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Adam
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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