Acanto, LLC

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Client assets under management

$9,128,600

Clients

3% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$304,287

About

Acanto is a fee‑based investment adviser that provides discretionary and non‑discretionary portfolio management, comprehensive financial planning, and a quantitative trade‑signal service to individuals (including high‑net‑worth clients), trusts, estates, small businesses, pooled vehicles, registered investment advisers, and broker‑dealers. It documents client objectives in tailored engagement agreements and implements investment management under written authorization when clients grant discretionary trading authority.

The firm’s investment approach is primarily proprietary and model‑driven, combining momentum-based signals with volatility‑aware position sizing (risk parity) across both a concentrated U.S. equity selection strategy and a multi‑asset ETF/REIT allocation strategy. Acanto emphasizes systematic, rules‑based implementation and daily monitoring for discretionary accounts, discloses the limitations of backtested or hypothetical results, and states that core discretionary strategies do not employ structural leverage (though limited margin functionality may be used for operational settlement).

Compared with similarly small advisory firms, Acanto is notable for offering a packaged non‑discretionary quantitative trade‑signal product that leaves execution to clients and for explicitly disclosing referral and solicitor arrangements and dual‑registration activities by advisory personnel, which can create commission conflicts that are disclosed to clients. The firm also recommends specific custodians and acknowledges access to custodial research tools that may constitute soft‑dollar benefits, and it maintains a formal Code of Ethics and expanded model‑risk disclosures.

Client services

Financial planning Portfolio management

Expertise

Passive / index investing Active portfolio management Real estate investing

Fee options

Fixed

Financial planning fixed fees: $1,500-$3,000 for comprehensive financial plan; $500-$1,500 for annual financial plan review

Percentage

$0 - $1,000,000: 2.00% per annum $1,000,001 - $5,000,000: 1.50% per annum $5,000,001 - $10,000,000: 1.25% per annum $10,000,001+: 1.00% per annum

Commissions

Investment Banking agents may receive commissions for sales of securities products; commissions charged separately and not received by Acanto

Project-based

Separate Financial Planning Consultations charged at $150-$300 per hour

Other

Account minimum: $1,000,000 Minimum fee: Quantitative Trade Signal Service minimum fee of $6,250 per month or 0.5% of assets under management, whichever is greater Fee-only: Financial planning fixed fees: $1,500-$3,000 for comprehensive plan; $500-$1,500 for annual plan review; hourly fees $150-$300 for separate consultations

Main office location

Acanto, LLC

Pound Ridge NY, United States

Number of offices

Most active in

Florida · New York

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 9147140735

Advisors at this firm

Peter L

Series 63, Series 65

Pound Ridge, NY

Acanto, LLC

Peter Lusk is a financial advisor with Acanto, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Acanto since 2017 and previously held roles at Great Point Capital, Pro Capital Exchange, and Carpe Diem Partners. Outside of his advisory work, he provides business development consulting for startups through ProCapital Consulting LLC and serves as a registered representative at Weild & Co., a decentralized investment bank focused on carbon credit valuation and placement. Acanto, LLC is a fee-based investment adviser serving high-net-worth individuals, trusts, small businesses, pooled vehicles, RIAs, and broker-dealers. The firm uses a model-driven investment approach that combines momentum indicators with risk-parity weighting across concentrated US equity and diversified multi-asset ETF strategies, offering both discretionary management and a proprietary trade-signal service for self-directed clients.

Passive / index investing Active portfolio management Real estate investing

Facundo R

Series 63, Series 65

Pound Ridge, NY

Acanto, LLC

Facundo Rawson is a financial advisor with Acanto, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has previously worked at GenCap Securities LLC and Genesis Capital Group LLC. In addition to his role at Acanto, Rawson serves as Managing Director at Patagonia Capital Advisors, LLC, focusing on corporate advisory and business development. Acanto, LLC is a fee-based investment adviser serving high-net-worth individuals, trusts, small businesses, pooled vehicles, RIAs, and broker-dealers. The firm employs a model-driven investment approach that combines momentum indicators with risk-parity weighting across concentrated US equity and diversified multi-asset ETF strategies.

Passive / index investing Active portfolio management Real estate investing

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