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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.