SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Ackerman Capital Management
Dallas, TX
Ackerman Capital Advisors, LLC, CRD 123824
Firm filing updated March 31, 2026 ·
- $604MAssets
- 192Clients
- 3Advisory staff
- 528Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals141
- Individuals33
- Pension and profit sharing plans10
- Charities8
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 33 | $9.0 million |
| High net worth individuals | 141 | $556.4 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $11.5 million |
| Charitable organizations | 8 | $27.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Assets and accounts
- Regulatory assets$604.0 million
- Accounts528
- Discretionary$595.3 million · 509 accounts
- Non-discretionary$8.7 million · 19 accounts
People
- Employees6
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients11 to 25
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Ackerman Capital Advisors, LLC SEC-registered investment advisor. CRD 123824, SEC file 801-61595.
- Registered with the SEC as an investment advisor (status date on record: November 13, 2002).
Is Ackerman Capital Management a fiduciary?
Short answer: Ackerman Capital Management is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.