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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-13-2002
- Office Locations
- 1
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.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 31, 2026, reported AUM increased 26.6%, from $477.2M to $604.0M.
Across 5 reported observations, AUM increased 18.6% between April 1, 2022 and March 31, 2026, from $509.3M to $604.0M.
Of the latest reported AUM, 98.6% is discretionary and 1.4% is non-discretionary.
The firm reports 3 advisory representatives and 192 clients, or 64 clients per representative. That equates to $3.1M in reported AUM per client.
The profile lists 1 reported office location and 23 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
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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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JOHN MICHAEL HEA
Advisor
- CRD
- #2916249
Jared Hohertz
Client Operations, Fund Accounting
- CRD
- --
Showing 2 of 7 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
SMA allocation detail is available
Ackerman Capital Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Ackerman Capital Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.