CRD: 116763
Acorn Financial Advisory Services, Inc.
$1.4B Total AUM
$1.2B Disc. AUM
-- 3Y CAGR
11 Employees
2,623 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- ZenithFrontier eagle +more
- Established Date
- 10-18-1996
- Office Locations
- 7
Office Locations
1521 King ST Alexandria VA
1897 Billingsgate Circle STE B Henrico VA
1900 Campus Commons Drive Suite 600 Reston VA
About Acorn Financial Advisory Services, Inc.
Acorn Financial Advisory Services is a Virginia-based RIA serving individuals and business owners with holistic financial planning and discretionary portfolio management, including tax, estate and insurance planning. Portfolios emphasize asset allocation using public funds and ETFs alongside fixed income and real estate/alternative exposures. Uses Black Diamond and custodies with Charles Schwab; CFP leadership has been featured in Reuters and Forbes.
Team overview
50 AVG AGE
$127.1M AVG AUM / ADVISOR
$533.2K AVG AUM / CLIENT
7.7 yrs AVG TENURE
11 Employees
11 Advisory Reps
11 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Momentum Catalyst glacier Insight Atlas vital Catalyst Value Focus focus Zenith
Client Personas
Matrix signal Beacon
Custodian
Unison Frontier capital Vertex Element Legacy ridge Ember value Radial Vector wave Zenith signal
Investment Themes
Matrix Bridge Summit Insight element Atlas eagle Atlas Timber value
Investment Vehicles
Unison Ridge Momentum focus
Platform
Catalyst Value fusion
Services
Bridge Frontier value Summit eagle Insight Value unison Atlas catalyst Peak Vertex focus Value insight Glacier Focus Radial Vector vital
Technology
Optima Value Unison atlas
Owner & Executives
JAMES MICHAEL GAMBACCINI
Chief Compliance Officer, Chief Executive Officer, Financial Planner, President
- CRD
- #4619759
- Ownership
- 75% or more
(702) 235-6083
foundation.insight@summitcapital.com
in linkedin.com/in/harbor-horizon
Showing 1 of 1 owners & executives
Unlock allContacts
K
Kerby Russell Baden
Partner
- CRD
- #6744101
(479) 640-8093
ridge.frontier@vertexcapital.com
in linkedin.com/in/oak-zenith
V
VINCENT JONATHAN BARRETT
Financial Planner
- CRD
- #6466393
(541) 438-5743
crest.pioneer@glaciercapital.com
in linkedin.com/in/pathway-oak
P
Pathway legacy
Vital peak
- CRD
- #81354
(614) 751-1238
zenith.momentum@elementcapital.com
in linkedin.com/in/north-wave
Showing 2 of 18 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,177,507,429 | $261,320 |
| Non-Discretionary | $221,129,428 | $3,685,490 |
| Total | $1,398,636,857 | $306,316 |
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Separately Managed Accounts
Total SMA Asset: $1,398,636,857
Equity - Exchange:
14.7% Public Funds:
7.2% Equity - OTC:
12.2% U.S. Government/Agency:
18.9% Other:
17.0% Cash:
9.0% Derivatives:
21.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $432,502,950 | 14.7% |
| Public Funds | $211,838,180 | 7.2% |
| Equity - OTC | $358,948,027 | 12.2% |
| U.S. Government/Agency | $556,075,222 | 18.9% |
| Other | $500,173,480 | 17.0% |
| Cash | $264,797,725 | 9.0% |
| Derivatives | $617,861,356 | 21.0% |
| Total | $2,942,196,940 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST ATLAS | TIMBER LEGACY | 90S0XU2WD | SAU | 12.14% | $40,462,154 |
| FUSION MATRIX | PRIME FOUNDATION | WEUXIY1L9 | TFT | 5.42% | $15,597,088 |
| MATRIX VALUE | BRIDGE ATLAS | Q5CLOSUUE | RVRO | 7.74% | $18,919,845 |
| MATRIX PATHWAY PIONEER | MOMENTUM MOMENTUM | PY30WQHO9 | NUQC | 6.86% | $43,419,141 |
| INSIGHT PRIME EMBER | HARBOR OAK | WX0N8Z0ZT | JLVP | 3.94% | $18,992,169 |
| HORIZON FOCUS VERTEX | OAK OPTIMA | W6UGJLH14 | QIF | 2.13% | $49,283,285 |
| CAPITAL ALPHA | VERTEX WAVE | TOOFMFFCK | RLU | 11.36% | $113,274,768 |
| BRIDGE CAPITAL | HORIZON OAK | X9FMOAQJF | JNQLW | 0.68% | $112,193,757 |