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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Wave crest
- Established Date
- 10-01-2014
- Office Locations
- 2
Office Locations
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
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Custodian
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Owner & Executives
DOUGLAS BARRY ENGLISH
Managing Member
- CRD
- #2532448
- Ownership
- 75% or more
ROGER WESLEY JOHNSON
Associate Broker, Managing Member
- CRD
- #4545355
- Ownership
- 10% but less than 25%
Zenith value
Beacon prime
- CRD
- #36797
- Ownership
- 7.4%
Showing 2 of 3 owners & executives
Unlock allContacts
MARTHA RUTH HAYS
--
- CRD
- #7442375
PATRICK JENNINGS LATTA
Financial Advisor, General Partner
- CRD
- #4395019
Showing 2 of 5 contacts
Unlock allAssets Under Management
| 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
| 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 |