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| ACAS LLC
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|---|---|
| CRD # | 160657 |
| SEC # | 801-110370 |
| CIK # | 0001859505 |
| AUM | 393.4 M (2026-03-31) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 888-500-9267 |
| Address | 5531 Cancha de Golf Rancho Santa Fe, CA 92091 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.8 | ||
| Amazon Com Inc | 5.3 | ||
| SPDR Gold Trust | 4.6 | ||
| Costco Wholesale Corp /NEW | 3.5 | ||
| Microsoft Corp | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 34.3 |
| (b) Individuals (high net worth individuals) | 114 | 287.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 45.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 9 | 25.5 |
| Total | 656 | 393.4 |
| By Discretionary | ||
| Discretionary | 643 | 386.9 |
| Non-Discretionary | 13 | 6.4 |
| Total | 656 | 393.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 393.1 | |
| Total | 656 | 393.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001859505] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
AJ Advisors LLC
✚
|
TN | 393.9 M |
|
Virginia Wealth Management Group Inc
✚
|
VA | 393.8 M |
|
Bellevue Asset Management LLC
✚
|
WA | 393.7 M |
|
Core Wealth Partners LLC
✚
|
CA | 393.2 M |
|
PFW Advisors LLC
✚
|
GA | 393.2 M |
|
Causey Wealth LLC
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|
CO | 393.2 M |
|
Key Capital Management Inc
✚
|
TN | 393.0 M |
|
C C Dunnavan & Co Inc
✚
|
MN | 392.7 M |
|
Atlatl Advisers LLC
✚
|
WI | 392.7 M |
|
Panoramic Capital Partners LLC
✚
|
OR | 392.7 M |