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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- EagleBeacon +more
- Established Date
- 02-03-2011
- Office Locations
- 1
Office Locations
About ACI Wealth Advisors
ACI Wealth Advisors is a no-commission, fiduciary RIA providing discretionary investment management plus retirement income and financial planning for investors seeking stable results (often with portfolios above $500k). Portfolios emphasize low-cost, highly liquid, diversified ETFs and risk-managed approaches, including sector/value positioning, option-premium overlays, and an All Weather–style “Full Cycle” allocation. Custody available through Schwab and Interactive Brokers.
Team overview
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Owner & Executives
JAMES DAK HARTSOCK
Board of Directors
- CRD
- #5864610
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,665,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,665,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,665,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $377,530,831 | 34.7% |
| Cash | $384,058,742 | 35.3% |
| U.S. Government/Agency | $158,845,825 | 14.6% |
| Sovereign Bonds | $167,549,706 | 15.4% |
| Total | $1,087,985,104 | 100.0% |