Act Two Investors LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 2, 2026, reports $647M in regulatory assets under management, 1 employee, 1 office, and 311 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 83.6% of total clients.
Top client categories% of clientsClients
1
HNWI
83.6%
260
2
Individuals
14.8%
46
3
Pension Plans
1.6%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$647Mas of April 2, 2026
Discretionary100.0%
$647M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$647M
Total Accounts311
10Y AUM Change+$647M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee311:1
10Y Employee Change+1
* 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.