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ACORN FINANCIAL ADVISORY SERVICES, INC.
CRD 116763File 801-66477
APPROVED
Retail clients
Custody
Filing as of Jun 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.40B
Above cohort median (national)
Discretionary AUM
$1.18B
Non-discretionary $221.1M
Clients
2,619
4,566 accounts
Employees
11
Top 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 1, 2006
- Principal office
- 1900 CAMPUS COMMONS DRIVE, SUITE 600, RESTON, VA, 20191
- Phone
- (703) 293-3100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.40B
- Discretionary AUM
- $1.18B
- Non-discretionary AUM
- $221.1M
- Discretionary accounts
- 4,506
- Non-discretionary accounts
- 60
- Total accounts
- 4,566
- AUM per client
- $534K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 551 | $871.2M |
| Pension and profit sharing plans | 35 | $211.6M |
| Individuals (other than high net worth individuals) | 2,033 | $315.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — A PERCENTAGE OF ASSETS MANAGED VIA A SUBADVISORY ARRANGEMENT
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 2,352 | 2,619 | increased by267 |
| Apr 1, 2026 | AUM | $1,234,541,815 | $1,398,636,857 | increased by$164,095,042 |
| Apr 1, 2026 | Accounts | 5,179 | 4,566 | decreased by613 |
| Jan 1, 2026 | Employees | 35 | 11 | decreased by24 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 21 | 35 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 31 | 21 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,529 | 2,352 | increased by823 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,171,276,723 | $1,234,541,815 | increased by$63,265,092 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,784 | 5,179 | increased by1,395 |
| Jul 1, 2022 | Employees | 32 | 31 | decreased by1 |
| Apr 1, 2022 | Employees | 36 | 32 | decreased by4 |
| Apr 1, 2022 | Clients | 1,833 | 1,529 | decreased by304 |
| Apr 1, 2022 | AUM | $1,193,434,520 | $1,171,276,723 | decreased by$22,157,797 |
| Apr 1, 2022 | Accounts | 4,258 | 3,784 | decreased by474 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ACORN FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACORN FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.