Ackerman Capital Management
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 123824
- Registered since
- November 13, 2002
- Website
- ackermancapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI92.12%
- Charitable Organizations4.49%
- Pension & Profit Sharing Plans1.9%
- Individuals1.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Ackerman Capital Management is an independent, SEC‑registered RIA (registered in 2002) structured as an LLC and owner-operated. The firm serves both individual/family and institutional clients and operates as a capital allocator, blending advisory services with direct management of pooled vehicles. Its client work includes financial planning, portfolio management for individuals, small businesses and pooled investment vehicles, and pension consulting. Fee arrangements include asset‑based fees, fixed fees and performance‑based fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Cash & Cash Equivalents8%
- Private Funds4%
Contacts
3 of 3
John Hea
Portfolio ManagementCRD 2916249
Keith Pillers
Director of Wealth ManagementCRD 7143703
David Ackerman
Managing PartnerCRD 2430164
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$580M in ETFs
100%
$579M
0%
$580K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $79.8M | 670,729 | 13.76% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 5956 Sherry Ln
- Time zone
- CT (UTC-6)
- Office locations
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