Acts Financial Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mclean, VA. Its latest Form ADV filing, dated March 5, 2026, reports $127M in regulatory assets under management, 2 employees, 1 office, and 158 accounts.
Assets Under Management
$127M
Employees
2
Offices
1 office
Total Clients
23
Primary office
MCLEAN, VA
1390 CHAIN BRIDGE RD #10147, MCLEAN, VA, United States
Top client segmentHNWI represent 78.3% of total clients.
Top client categories% of clientsClients
1
HNWI
78.3%
18
2
Individuals
21.7%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$127Mas of March 5, 2026
Discretionary72.2%
$91M
72% of total RAUM72.2%
Non-discretionary27.8%
$35M
28% of total RAUM27.8%
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.
Total AUM$127M
Total Accounts158
10Y AUM Change+$25M (+24.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee12:1
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.