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| Happy Holidays!! thanks for using AUM13F!! |
| Acorn Financial Advisory Services Inc
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|---|---|
| CRD # | 116763 |
| SEC # | 801-66477 |
| CIK # | |
| AUM | $1.2 B (2025-06-12) |
| Employees | 35 (49% Investors, 14% Brokers) |
| Phone | 703-293-3100 |
| Address | 1900 Campus Commons Drive Reston, VA 20191 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,915 | 715.0 |
| (b) Individuals (high net worth individuals) | 433 | 518.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 1.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,179 | 1,234.5 |
| By Discretionary | ||
| Discretionary | 5,057 | 1,126.6 |
| Non-Discretionary | 122 | 108.0 |
| Total | 5,179 | 1,234.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,234.5 | |
| Total | 5,179 | 1,234.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Compak Asset Management
✚
|
CA | 1.3 |
|
Pinkerton Wealth LLC
✚
|
ID | 1.3 |
|
MLG Wealth Management Inc
✚
|
MN | 1.2 |
|
Martel Wealth Advisors Inc
✚
|
WA | 1.2 |
|
Wright Investors Service Inc
✚
|
CT | 1.2 |
|
Balefire LLC
✚
|
TX | 1.2 |
|
Apriem Advisors
✚
|
CA | 1.2 |
|
Level Four Capital Management
✚
|
TX | 1.2 |
|
Independent Solutions Wealth Management LLC
✚
|
NY | 1.2 |
|
Fortis Capital Advisors LLC
✚
|
KS | 1.2 |