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Ackerman Asset Management, LLC

Ackerman Asset Management, LLC. CRD 137958

Ackerman Asset Management, LLC logo

CRD: 137958

Ackerman Asset Management, LLC

Rockville, MD
3012302088
www.ackermanasset.com
$793.5M Total AUM
$171.6M Disc. AUM
20.0% 3Y CAGR
1 Employees
68 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Transamerica
Clients
Retail and Institutional
Platforms
Fusion catalyst
Established Date
06-07-2006
Office Locations
1

Office Locations

-- Rockville MD

About Ackerman Asset Management, LLC

Ackerman Asset Management, LLC is an RIA providing portfolio management for high-net-worth individuals, trusts, and corporate retirement plans. The firm emphasizes independent investment research and a risk-managed approach to market analysis aimed at reducing volatility and supporting long-term discipline. Led by former senior Wall Street equity research analyst Jim Ackerman, it serves both retail and institutional relationships and works with custodians such as Schwab.

Team overview

59 AVG AGE
$793.5M AVG AUM / ADVISOR
$11.7M AVG AUM / CLIENT
20 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age

Insights

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Asset Classes

Prime meridian Foundation alpha Frontier Frontier catalyst Atlas eagle

Client Personas

Meridian signal

Custodian

Vital catalyst Radial optima

Investment Themes

Oak Horizon Delta

Investment Vehicles

Capital matrix

Services

Meridian Matrix insight Momentum beacon Pathway Legacy Unison

Technology

Glacier

Owner & Executives

J

JAMES DAVID ACKERMAN

Chief Compliance Officer, President

CRD
#2780227
Ownership
75% or more
(724) 519-4090
glacier.signal@wavecapital.com
in linkedin.com/in/vector-vital

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2022
03-23-2023
10-01-2024
03-21-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $171,586,410 $828,920
Non-Discretionary $621,926,454 $155,481,614
Total $793,512,864 $3,760,724

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Separately Managed Accounts

Total SMA Asset: $793,512,864

$793.5M Total SMA
Public Funds:
17.1%
Equity - Exchange:
48.5%
Cash:
34.4%
Asset class Assets Assets %
Public Funds $702,682,716 17.1%
Equity - Exchange $1,992,988,991 48.5%
Cash $1,413,583,944 34.4%
Total $4,109,255,651 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
VECTOR GLACIER OPTIMA DELTA HMF0WAY2N XILFB 2.52% $111,721,461
CAPITAL HORIZON OPTIMA EMBER 1299V13Q2 HIOU 4.39% $21,859,519
OAK RADIAL FUSION SIGNAL OAK WSDEK3TKS KCW 7.30% $107,270,621
PEAK ALPHA MOMENTUM FOCUS ELEMENT TACVEF1QZ ULL 5.55% $78,424,500
CREST FOUNDATION SUMMIT EAGLE E8KBFFL55 ELJQ 1.40% $29,648,973
FOCUS PATHWAY MERIDIAN EMBER CAPITAL CMA4KMUEZ GRDBR 4.33% $34,391,013
VITAL MERIDIAN RIDGE ATLAS QUANTUM Z947BVYO2 BXNZZ 7.89% $25,899,366
PEAK DELTA LEGACY ELEMENT PRIME RSSFVCIKG XFSM 3.98% $18,704,567

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