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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 30 clients, or 30 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full ACI Wealth Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
ACI Wealth Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.