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| ACME Jack Investments LLC
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| CRD # | 330120 |
| SEC # | 801-129888 |
| CIK # | |
| AUM | 178.0 M (2026-06-16) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 330-909-1044 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (6/16/2026) [Brochure] |
|---|
ITEM 5 – FEES AND COMPENSATION
Portfolio Management
Our firm may charge clients a fee up to 1.5% annually for portfolio management. Under certain circumstances we
may charge a negotiated fee based on the portfolio being managed and the scope of the relationship.
• The fee charged to each client will be defined in the agreement between Acme and the client.
• Fees cannot exceed 1.50%.
• The fees will be payable quarterly in advance.
The amount of the fee will be based on the average daily value of the portfolio as of the close of business on the last
business day of the calendar quarter. The method of charging the fee will be explained in the agreement between
Acme and the client.
Financial Planning
If we provide financial planning services to you, the fee is included in your portfolio management fee.
Additional Compensation
We, nor any of our supervised persons are party to such arrangements. We are also not involved in any arrangements
to sell insurance products.
Conflicts of Interest
The instructions in the Form ADV require us to tell you that the receipt or potential for the receipt of Additional
Compensation gives our supervised persons an incentive to recommend investment products based on the Additional
Compensation received, rather than on your specific needs. Neither we nor any of our supervised persons are party
to any such arrangement, therefore, no conflict in this regard is present.
Client-Directed Brokerage
You can purchase investment products that we recommend through any broker-dealer or other financial institution
you choose. If you choose to use a firm other than the broker-dealer(s) we may normally recommend, we may not be
able to properly monitor your assets and therefore we cannot be held responsible for the success or failure of any
Form ADV Part 2A - Acme Jack Investments, LLC
investment products or strategies that you implement at firms other than those we recommend. In other words, our
services and responsibilities will not apply to transactions you effect on your own whether through firms you choose
on your own or through any broker-dealer we may recommend.
Brokerage Compensation
We are not registered as a broker-dealer and thus, we do not receive transaction-based compensation for securities-
related activities.
Advisory Fee Offset
Since none of our supervised persons receive compensation other than our advisory fees as described above in Item
IV.(B), this issue does not apply to us. |
| Account Minimums and Types of Clients — Form ADV Part 2A (6/16/2026) [Brochure] |
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ITEM 7 – TYPES OF CLIENTS We will generally provide our services to the following types of clients. • Individuals • High net worth individuals For information on any minimum fees, minimum initial/ongoing account balances, or other conditions we may impose, please refer to Item 5. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 9.5 |
| (b) Individuals (high net worth individuals) | 33 | 168.5 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| Total | 293 | 178.0 |
| By Discretionary | ||
| Discretionary | 293 | 178.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 293 | 178.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 20.0 | |
| United States Persons | 158.0 | |
| Total | 293 | 178.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
AJF Capital Management Inc
✚
|
NY | 178.5 M |
|
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✚
|
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|
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|
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✚
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|
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|
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|
178.1 M | |
|
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✚
|
177.8 M | |
|
Rochester Wealth Strategies LLC
✚
|
MI | 177.8 M |
|
Gasber Financial Advisors Inc
✚
|
CA | 177.7 M |
|
HOFF Brothers LLC
✚
|
WI | 177.5 M |