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- Custodian
- Bank OF America · Charles Schwab & Company · US Bank
- Clients
- Retail and Institutional
- Platforms
- Optima
- Established Date
- 02-08-2016
- Office Locations
- 1
Office Locations
About Acima Private Wealth LLC
Acima Private Wealth is a Richmond, VA-based RIA providing financial planning and portfolio construction, with an emphasis on asset allocation, risk management, and active implementation using ETFs and mutual funds, with select use of alternatives. The firm follows a four-step client process (Discover, Design, Collaborate, Achieve) and publishes monthly Economic & Investment Perspectives for market context.
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Owner & Executives
GARY MITCHELL GORE
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5268386
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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TANYA ORR BIRD
Managing Director
- CRD
- #2123268
ROBERT FRANKLIN HILL JR
Managing Director
- CRD
- #2330198
Crest unison
Harbor glacier unison
- CRD
- #98261
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $408,973,187 | $3,195,103 |
| Non-Discretionary | $11,383,705 | $1,626,244 |
| Total | $420,356,892 | $3,113,755 |
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Separately Managed Accounts
Total SMA Asset: $420,356,892
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $965,787,339 | 12.3% |
| Equity - Exchange | $1,052,158,564 | 13.4% |
| Cash | $2,850,250,438 | 36.3% |
| Municipal Bonds | $1,060,010,494 | 13.5% |
| U.S. Government/Agency | $1,923,722,747 | 24.5% |
| Total | $7,851,929,582 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE OAK FOUNDATION | HORIZON CATALYST | KJUPR4KEV | WXMGQ | 8.36% | $4,742,754 |
| VECTOR FUSION PATHWAY | FOCUS RADIAL | GPTGVDMS4 | XBYYY | 11.41% | $67,647,590 |
| ALPHA LEGACY | GLACIER PATHWAY | TBLKICEJE | UNGTF | 8.89% | $18,718,939 |
| DELTA ELEMENT PEAK | VALUE VALUE | MHLBIUPNW | NFAP | 3.44% | $106,580,952 |
| EAGLE ATLAS | EMBER MOMENTUM | N3BA6BF4V | JGKKQ | 10.24% | $25,411,956 |
| GLACIER ELEMENT | PIONEER INSIGHT | JXJMJUUNQ | EOQNU | 10.87% | $46,697,247 |
| MOMENTUM BEACON | ALPHA ALPHA | 7R9VHO8AV | SMUT | 7.95% | $116,885,128 |
| EMBER SUMMIT | FUSION CATALYST | 5371ZQKBH | LFTX | 9.09% | $48,019,045 |