A
$44.2M Total AUM
$44.2M Disc. AUM
-- 3Y CAGR
2 Employees
46 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Stifel · UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-06-2021
- Office Locations
- 1
Office Locations
101 Creekside Crossing Suite 1700-120 Brentwood TN
About Acropolis Partners, LLC
Acropolis Partners, LLC is a Brentwood-based RIA. The firm has been operating for 5 years. Managing $44.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Stifel.
Team overview
-- AVG AGE
$22.1M AVG AUM / ADVISOR
$960.0K AVG AUM / CLIENT
5.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DANIEL DAVIS PARKER
Chief Compliance Officer, Managing Director, Managing Member, Portfolio Manager
- CRD
- #5773669
- Ownership
- 50% but less than 75%
Available
Available
Available
E
EDISON F PARKER JR.
Managing Member, Regional Director
- CRD
- #1021124
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,158,411 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,158,411 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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