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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Crest waveCrest optima
- Established Date
- 11-13-2002
- Office Locations
- 2
Office Locations
About Ackerman Capital Management
Ackerman Capital Management is a Dallas-based wealth manager providing discretionary portfolio management and financial planning for retail and institutional clients. With roots in managing wealth since 1969, the team emphasizes transparent communication and reporting, supported by technology that makes portfolio and performance easier to understand. Custody includes Charles Schwab, and the firm reports experience across public funds and alternatives such as hedge funds, real estate, and digital assets.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID BROUWER ACKERMAN
Advisor, Chief Compliance Officer
- CRD
- #2430164
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DAVID BROUWER ACKERMAN
Advisor, Chief Compliance Officer
- CRD
- #2430164
JOHN MICHAEL HEA
Advisor
- CRD
- #2916249
Glacier optima
Unison foundation insight
- CRD
- #36347
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $595,286,890 | $1,169,522 |
| Non-Discretionary | $8,731,740 | $459,565 |
| Total | $604,018,630 | $1,143,975 |
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Separately Managed Accounts
Total SMA Asset: $604,018,630
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,969,921,071 | 37.7% |
| Cash | $2,544,521,236 | 32.3% |
| Private Funds | $2,363,332,417 | 30.0% |
| Total | $7,877,774,724 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL EAGLE QUANTUM | LEGACY QUANTUM | E3Z9VCI1J | ZPAJ | 8.56% | $27,081,536 |
| ZENITH SUMMIT | LEGACY GLACIER | 74KU6R43I | AHFPQ | 2.29% | $50,015,217 |
| GLACIER EAGLE FOUNDATION | GLACIER VITAL | D0XBOPHNY | AGC | 12.50% | $27,730,407 |
| PATHWAY VERTEX FUSION | PEAK RIDGE | C7VEP4HWF | MHX | 5.50% | $104,230,430 |
| GLACIER PATHWAY | BRIDGE VITAL | 85FM5HMZG | ULA | 7.54% | $115,497,090 |
| LEGACY VALUE | PIONEER WAVE | LIPX10RIE | KQBIC | 3.00% | $1,545,068 |
| MERIDIAN QUANTUM | VITAL ATLAS | WGFMR10NO | FGA | 1.71% | $58,836,726 |
| MATRIX BRIDGE | MATRIX CREST | CDSMW8HM0 | XOYFA | 1.34% | $7,897,364 |