Ackerman Capital Management was formed in 2002 as the successor to businesses established in 1969 and is owned by David Ackerman. Separate-account portfolios primarily use ETFs and no-load mutual funds, with allocations adjusted using valuation and price-trend analysis. The firm also manages private municipal-income and digital-asset funds with performance-based fees. Per-account reporting charges are additional, and requested financial planning may carry a separate fee.
Overview
- Headquarters
- Dallas, TX
- Total Firm Assets
- $604 million
- Average High-Net-Worth Client Portfolio Size
- $3.9 million
- Stated Minimum Account Size
- $1,000,000
Recent Rankings
Fee Disclosure
Source: ACM PART 2A BROCHURE MARCH 2026 (2026-03-31) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | $500,000 | 1.00% |
| $100 million | $1,000,000 | 1.00% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 92.12%
- Number of High-Net-Worth Clients
- 141
- Total Client Accounts
- 528
- Discretionary Accounts
- 509
- Non-Discretionary Accounts
- 19
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 123824
- ACM PART 2A BROCHURE MARCH 2026 (2026-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗