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ACKERMAN CAPITAL MANAGEMENT
Legal name: ACKERMAN CAPITAL ADVISORS, LLC
CRD 123824File 801-61595
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$604.0M
Above cohort median (national)
Discretionary AUM
$595.3M
Non-discretionary $8.7M
Clients
192
528 accounts
Employees
6
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Nov 13, 2002
- Principal office
- 5956 SHERRY LANE, SUITE 1600, DALLAS, TX, 75225
- Phone
- 214-361-5383
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $604.0M
- Discretionary AUM
- $595.3M
- Non-discretionary AUM
- $8.7M
- Discretionary accounts
- 509
- Non-discretionary accounts
- 19
- Total accounts
- 528
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 8 | $27.1M |
| High net worth individuals | 141 | $556.4M |
| Pension and profit sharing plans | 10 | $11.5M |
| Individuals (other than high net worth individuals) | 33 | $9.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| 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.