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| Keyboard |
| Acorn Financial Advisory Services Inc
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|---|---|
| CRD # | 116763 |
| SEC # | 801-66477 |
| CIK # | |
| AUM | 1,398.6 M (2026-06-15) |
| Employees | 11 (100% Investors, 45% 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) | 2,033 | 315.8 |
| (b) Individuals (high net worth individuals) | 551 | 871.2 |
| (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 | 35 | 211.6 |
| (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 | 4,566 | 1,398.6 |
| By Discretionary | ||
| Discretionary | 4,506 | 1,177.5 |
| Non-Discretionary | 60 | 221.1 |
| Total | 4,566 | 1,398.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 1,397.9 | |
| Total | 4,566 | 1,398.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 (1 non-US) |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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