Ackerman Asset Management, LLC
● SEC registered since 2019CRD 137958SEC# 801-114891
Reg. AUM
$793.5M
Employees
1
Accounts
211
Location
—
About Ackerman Asset Management
Ackerman Asset Management is a registered investment advisor providing investment management for high-net-worth individuals, trusts, and corporate retirement plans. The firm emphasizes independent research and a risk-managed approach rooted in founder Jim Ackerman's background as a Wall Street equity research analyst. The goal is to reduce portfolio volatility while supporting long-term profitability and client discipline.
Summary based on the firm’s website.
Ackerman Asset Management, LLC assets under management
Ackerman Asset Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2019. It reports $793.5 million in regulatory assets under management and employs 1 people.
Ackerman Asset Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James David Ackerman Control | President, Chief Compliance Officer & Member | Over 75% | 2005 |
Frequently asked questions
How much does Ackerman Asset Management, LLC manage?
Ackerman Asset Management, LLC reports $793.5 million in regulatory assets under management on its Form ADV.
How many employees does Ackerman Asset Management, LLC have?
Ackerman Asset Management, LLC reports 1 employees.
Does Ackerman Asset Management, LLC disclose fund performance?
Ackerman Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 301-230-2088 |
| Fax | 240-599-1184 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$793.5M▲ 23%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,389 advisers
EmployeesTop 94%
More than 6% of 16,799 advisers
Assets under management
$793.5Mregulatory AUM
Discretionary $171.6MNon-discretionary $621.9M