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- Custodian
- Broadridge · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-27-2002
- Office Locations
- 2
Office Locations
About Acropolis Investment Management
Acropolis Investment Management is a Missouri-based fiduciary investment manager serving retail and institutional clients. The firm emphasizes a personal, team-based approach with face-to-face service and full transparency, building portfolios using an academically grounded investment philosophy informed by real-world experience. Acropolis invests alongside clients and shares ongoing market perspective through its quarterly Portfolio Insights newsletter and research-driven commentary.
Reported data analysis
What the numbers show
Between May 8, 2025 and March 26, 2026, reported AUM increased 18.9%, from $2.2B to $2.6B.
Across 5 reported observations, AUM increased 36.1% between July 21, 2022 and March 26, 2026, from $1.9B to $2.6B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 38 advisory representatives and 1,240 clients, or 32.6 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 2 reported office locations and 23 years in operation. The source data was last updated on March 26, 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
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Acropolis Investment Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER BART LISSNER
Managing Member, Portfolio Manager, President
- CRD
- #1031143
- Ownership
- 25% but less than 50%
DAVID BAKER OTT
Chief Investment Officer
- CRD
- #2652166
- Ownership
- 25% but less than 50%
Showing 2 of 7 owners & executives
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Matthew Adrignola
Portfolio Advisor
- CRD
- #7001689
STACIE RENEE BROST
Advisor
- CRD
- #3159114
Showing 2 of 36 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,612,315,378 | $655,702 |
| Non-Discretionary | $0 | -- |
| Total | $2,612,315,378 | $655,702 |
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Separately Managed Accounts
SMA allocation detail is available
Acropolis Investment Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Acropolis Investment Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.