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ACTS FINANCIAL ADVISORS
Legal name: ACTS FINANCIAL ADVISORS, LLC
CRD 325930File 801-129105
APPROVED
Retail clients
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$126.5M
Bottom 25% of cohort (national)
Discretionary AUM
$91.4M
Non-discretionary $35.1M
Clients
23
158 accounts
Employees
2
Bottom 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 24, 2023
- Principal office
- 1390 CHAIN BRIDGE RD #10147, MCLEAN, VA, 22101
- Phone
- 571-749-5522
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $126.5M
- Discretionary AUM
- $91.4M
- Non-discretionary AUM
- $35.1M
- Discretionary accounts
- 147
- Non-discretionary accounts
- 11
- Total accounts
- 158
- AUM per client
- $5.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 18 | $125.8M |
| Individuals (other than high net worth individuals) | 5 | $761K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- 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
- 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
- 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.