Ackerman Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 30, 2026, reports $794M in regulatory assets under management, 1 employee, and 211 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.8% of total clients.
Top client categories% of clientsClients
1
HNWI
58.8%
40
2
Individuals
36.8%
25
3
Pension Plans
2.9%
2
4
Charitable
1.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$794Mas of March 30, 2026
Discretionary21.6%
$172M
22% of total RAUM21.6%
Non-discretionary78.4%
$622M
78% of total RAUM78.4%
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$794M
Total Accounts211
10Y AUM Change+$578M (+268.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee68:1
10Y Employee Change0 (0.0%)
* 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.