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Acropolis Investment Management

Acropolis Investment Management. CRD 121307

Acropolis Investment Management logo

CRD: 121307

Acropolis Investment Management

Chesterfield, MO, 63017
8888820072
$2.6B Total AUM
$2.6B Disc. AUM
15.0% 3Y CAGR
44 Employees
1,240 ADV. Clients
23 yrs Firm Age

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Firm Details

Custodian
Broadridge · Charles Schwab & Company · TD Ameritrade
Clients
Retail and Institutional
Platforms
PrimeFocus +more
Established Date
08-27-2002
Office Locations
2

Office Locations

14567 North Outer Forty Road Suite 200 St. Louis MO
14755 North Outer Forty Suite 100 Chesterfield MO

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.

Team overview

47 AVG AGE
$68.7M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
10.9 yrs AVG TENURE
44 Employees
38 Advisory Reps
36 RIA Reps
23yrs Firm Age

Insights

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Asset Classes

Element meridian Peak eagle Oak momentum Atlas crest Wave zenith Radial Ember horizon

Client Personas

Quantum alpha Pathway

Custodian

Crest ember Pathway foundation Timber insight Harbor timber Meridian Insight vertex

Fund Managers

Crest atlas

Investment Themes

Timber capital Value Ember frontier

Investment Vehicles

Harbor alpha Frontier

Platform

Timber Fusion zenith

Services

Radial Wave Crest legacy North Ember harbor Element alpha Unison insight Matrix Legacy Oak

Technology

Wave Signal matrix Horizon zenith

Owner & Executives

CHRISTOPHER BART LISSNER

CHRISTOPHER BART LISSNER

Managing Member, Portfolio Manager, President

CRD
#1031143
Ownership
25% but less than 50%
(761) 321-8882
meridian.foundation@momentumcapital.com
in linkedin.com/in/quantum-fusion
DAVID BAKER OTT

DAVID BAKER OTT

Chief Investment Officer

CRD
#2652166
Ownership
25% but less than 50%
(387) 437-8599
oak.crest@glaciercapital.com
in linkedin.com/in/value-peak
M

Momentum capital

Matrix catalyst bridge

CRD
#86070
Ownership
23.7%
(524) 860-1751
frontier.ember@momentumcapital.com
in linkedin.com/in/oak-vital

Showing 2 of 7 owners & executives

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Contacts

M

Matthew Adrignola

--

CRD
#7001689
(921) 438-1587
bridge.capital@summitcapital.com
in linkedin.com/in/fusion-matrix
STACIE RENEE BROST

STACIE RENEE BROST

Advisor

CRD
#3159114
(915) 899-4554
vector.crest@unisoncapital.com
in linkedin.com/in/horizon-glacier
P

Peak alpha

Bridge value vital

CRD
#45210
(838) 786-4793
peak.legacy@vitalcapital.com
in linkedin.com/in/ember-value

Showing 2 of 37 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-21-2022
03-30-2023
03-27-2024
05-08-2025
03-26-2026
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

Total SMA Asset: $2,612,315,378

$2.6B Total SMA
Public Funds:
28.4%
Equity - Exchange:
20.1%
Cash:
30.4%
U.S. Government/Agency:
21.1%
Asset class Assets Assets %
Public Funds $1,499,293,896 28.4%
Equity - Exchange $1,061,119,976 20.1%
Cash $1,604,877,973 30.4%
U.S. Government/Agency $1,113,912,015 21.1%
Total $5,279,203,860 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
OPTIMA ZENITH MATRIX TIMBER OK23A1JOY UYIWS 7.80% $36,934,642
EMBER GLACIER CAPITAL ALPHA XK44IURD1 AXU 4.05% $60,892,886
MATRIX MOMENTUM VERTEX PIONEER SIGNAL J8TYXEXFC YHS 4.23% $21,823,984
EMBER WAVE CATALYST PEAK HORIZON XKEWA74O6 VBJW 1.67% $91,111,549
EAGLE NORTH FRONTIER INSIGHT 6I9UUSPPY OVH 10.64% $69,900,587
HARBOR VERTEX RADIAL OPTIMA OBRTUQX8O ZUB 7.13% $117,751,564
FUSION ALPHA WAVE ALPHA QI9FZ4CJF RNESM 9.02% $111,940,549
QUANTUM FOCUS HORIZON CATALYST SUMMIT UEWNG27X7 CCP 4.66% $112,922,996

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