Acorn Financial Advisory Services, Inc.
Firm details
- Headquarters
- Reston, Virginia
- CRD number
- 116763
- Registered since
- May 1, 2006
- Website
- acorn-financial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI62.29%
- Individuals22.58%
- Pension & Profit Sharing Plans15.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Acorn Financial Advisory Services, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 2006. The firm positions itself as a capital allocator for both high-net-worth individuals and institutional clients, offering a mix of financial planning, portfolio management for individuals, small businesses and institutions, selection of sub‑advisers, and educational seminars. Its fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Acorn does not emphasize ESG investing in its profiles. The firm received recognition in 2020, appearing on the Financial Times Top 300 RIA Firms list and on a Top RIA Firms list published by Financial Advisor Magazine that year.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities40%
- Public Funds/Mutual Funds38%
- Non-Exchange Traded Equities11%
- US Government Bonds4%
- Other3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 153Active vs passive
$620M in ETFs
80%
$496M
13%
$124M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | Vanguard | Passive | Foreign Large Blend | $54.8M | 776,666 | 8.84% |
Location
Reston, VA
Fairfax
Location
Reston, VA
Headquartered in Reston, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 1900 Campus Commons Dr
- Time zone
- ET (UTC-5)
- Office locations
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