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John Michael Hea

Investment adviser representative at Ackerman Capital Management
16 yearsExperience
1 stateRegistered in
CFADesignation
$604MFirm assets

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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 feePerformance-based

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

16 years in the industry.

  1. Ackerman Capital ManagementJan 2010 to now

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997

State registrations

Registered as an investment adviser representative in 1 state (TX).

Ackerman Capital Management

Legal name: Ackerman Capital Advisors, LLC

$604MAssets managed
192Clients
3Advisers
23 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
2916249
Firm CRD
123824
Advisor's SEC record (opens in a new tab)
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