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David Baker Ott

Investment adviser representative at Acropolis Investment Management
24 yearsExperience
4 statesRegistered in
$2.6BFirm assets
24 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

24 years in the industry.

  1. Acropolis Investment Management, LLCAug 2002 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 4 states (CA, IL, MO, TX).

Acropolis Investment Management

Legal name: Acropolis Investment Management, L.L.C.

$2.6BAssets managed
1,045Clients
37Advisers
24 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2652166
Firm CRD
121307
Advisor's SEC record (opens in a new tab)
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