Firm profile

ACKERMAN CAPITAL MANAGEMENT

DALLAS, TXCRD 123824Latest ADV March 31, 2026

Ackerman Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 31, 2026, reports $604M in regulatory assets under management, 6 employees, and 528 accounts.

Assets Under Management
$604M
Employees
6
Offices
--
Total Clients
192
Primary office
DALLAS, TX
5956 SHERRY LANE, SUITE 1600, DALLAS, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCODavid B. Ackerman

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 73.4% of total clients.
Top client categories% of clientsClients
1
HNWI
73.4%
141
2
Individuals
17.2%
33
3
Pension Plans
5.2%
10
4
Charitable
4.2%
8

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$604Mas of March 31, 2026
Discretionary98.6%
$595M
99% of total RAUM98.6%
Non-discretionary1.4%
$9M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$604M
Total Accounts528
10Y AUM Change+$232M (+62.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee32:1
10Y Employee Change-3 (-33.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.