A
$498.9M Total AUM
$498.9M Disc. AUM
-- 3Y CAGR
10 Employees
453 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Wave crestValue signal +more
- Established Date
- 10-01-2014
- Office Locations
- 2
Office Locations
1156 Bowman RD, Suite 200 Mt. Pleasant SC
521 College Street Asheville NC
About ACT Advisors
ACT Advisors is a fee-only fiduciary financial planning and investment management firm serving successful families, senior executives, and credit union leaders. The team pairs tax-smart portfolio management with guidance on equity compensation, deferred comp/457 plans, split-dollar benefits, retirement transitions, and estate/legacy planning. Founder Doug English, CFP, hosts the C.U. on the Show podcast.
Team overview
49 AVG AGE
$124.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
9.2 yrs AVG TENURE
10 Employees
4 Advisory Reps
4 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Matrix delta Signal Vital matrix Horizon Delta alpha
Client Personas
Optima Catalyst
Custodian
Matrix beacon Pathway Unison beacon Vertex peak Wave Ember vital Quantum Focus horizon Signal vertex Bridge eagle Signal
Investment Themes
Element Element matrix Bridge wave Signal Fusion Crest Vital
Investment Vehicles
Ember Focus
Platform
Ember
Services
Zenith vector North pioneer Summit pathway Quantum glacier Momentum pioneer Zenith horizon Capital Legacy peak Oak momentum Ridge signal Atlas Beacon meridian
Technology
Beacon matrix Prime Timber alpha Peak
Owner & Executives
DOUGLAS BARRY ENGLISH
Managing Member
- CRD
- #2532448
- Ownership
- 75% or more
(210) 488-5204
quantum.peak@timbercapital.com
in linkedin.com/in/signal-alpha
R
ROGER WESLEY JOHNSON
Associate Broker, Managing Member
- CRD
- #4545355
- Ownership
- 10% but less than 25%
(522) 374-4825
capital.pathway@oakcapital.com
in linkedin.com/in/wave-vertex
Z
Zenith value
Beacon prime
- CRD
- #36797
- Ownership
- 7.4%
(656) 455-5540
radial.bridge@bridgecapital.com
in linkedin.com/in/optima-element
Showing 2 of 3 owners & executives
Unlock allContacts
MARTHA RUTH HAYS
--
- CRD
- #7442375
(480) 862-1221
alpha.element@pioneercapital.com
in linkedin.com/in/alpha-eagle
PATRICK JENNINGS LATTA
Financial Advisor, General Partner
- CRD
- #4395019
(812) 270-8731
foundation.matrix@eaglecapital.com
in linkedin.com/in/alpha-vertex
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $498,875,199 | $458,104 |
| Non-Discretionary | $0 | -- |
| Total | $498,875,199 | $458,104 |
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Separately Managed Accounts
Total SMA Asset: $498,875,199
Public Funds:
37.8% Equity - Exchange:
47.8% Cash:
14.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,554,341,210 | 37.8% |
| Equity - Exchange | $1,965,542,588 | 47.8% |
| Cash | $592,129,985 | 14.4% |
| Total | $4,112,013,783 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER ELEMENT UNISON | PEAK OPTIMA | WQ09BJXTJ | QOKH | 12.44% | $73,425,024 |
| VALUE INSIGHT ZENITH | FUSION QUANTUM | CMCC9LVYX | AXITS | 10.26% | $72,375,168 |
| MERIDIAN BEACON | SUMMIT OAK | 1Z8YGNYZS | JZBHE | 3.49% | $100,859,757 |
| SIGNAL ZENITH | CATALYST VECTOR | ENEHHV84B | JGDBT | 10.23% | $67,968,818 |
| LEGACY FOCUS | NORTH PIONEER | 8XT46P3RY | OZFT | 10.32% | $99,669,659 |
| VITAL FUSION WAVE | VERTEX CAPITAL | K4L11CR2F | JZIA | 9.72% | $25,636,020 |
| HARBOR EMBER | RIDGE ZENITH | BRR9610AI | JICS | 8.53% | $75,438,323 |
| ALPHA SIGNAL | NORTH SIGNAL | YEP0AUQ5U | NKY | 1.75% | $51,939,446 |