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Acima Private Wealth LLC

Acima Private Wealth LLC. CRD 281496

Acima Private Wealth LLC logo

CRD: 281496

Acima Private Wealth LLC

Richmond, VA, 23226
8044228450
$420.4M Total AUM
$409.0M Disc. AUM
14.8% 3Y CAGR
7 Employees
63 ADV. Clients
10 yrs Firm Age

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Firm Details

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

1801 Bayberry Court Suite 301 Richmond VA

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.

Team overview

57 AVG AGE
$70.1M AVG AUM / ADVISOR
$6.7M AVG AUM / CLIENT
5.7 yrs AVG TENURE
7 Employees
6 Advisory Reps
6 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Element Optima Value beacon Zenith Momentum Glacier

Client Personas

Atlas

Custodian

Vector glacier Insight vertex Ridge

Investment Themes

Crest vital Element Oak Timber

Investment Vehicles

Delta Horizon beacon

Platform

Bridge meridian

Services

Fusion value Catalyst Quantum pathway Radial delta Signal Atlas foundation

Technology

Timber

Owner & Executives

GARY MITCHELL GORE

GARY MITCHELL GORE

Chief Compliance Officer, Chief Executive Officer, President

CRD
#5268386
Ownership
75% or more
(542) 840-7940
insight.north@valuecapital.com
in linkedin.com/in/catalyst-eagle

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Contacts

T

TANYA ORR BIRD

Managing Director

CRD
#2123268
(446) 640-2481
foundation.frontier@elementcapital.com
in linkedin.com/in/frontier-radial
R

ROBERT FRANKLIN HILL JR

Managing Director

CRD
#2330198
(374) 892-8911
legacy.ridge@deltacapital.com
in linkedin.com/in/matrix-oak
C

Crest unison

Harbor glacier unison

CRD
#98261
(461) 494-4051
quantum.radial@elementcapital.com
in linkedin.com/in/prime-zenith

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-01-2022
03-29-2023
03-29-2024
03-27-2025
04-20-2026
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

$420.4M Total SMA
Public Funds:
12.3%
Equity - Exchange:
13.4%
Cash:
36.3%
Municipal Bonds:
13.5%
U.S. Government/Agency:
24.5%
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

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