ACI Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$41,665,000
Total clients
30
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$1,388,833
About
ACI Wealth Advisors provides discretionary portfolio management, financial planning and consulting to individuals, family offices, trusts and a limited number of institutional clients where it is registered. The firm manages about $25.9 million in discretionary assets, offers 401(k) plan oversight and a menu of managed portfolios (including passive Smart Select options) and also serves as investment manager to a private pooled vehicle, the ACI Bull Harbor Fund.
The firm’s investment process combines fundamental, technical, cyclical and macro analysis and typically emphasizes diversified index and sector ETFs supplemented by defined‑risk options overlays to generate income and manage downside exposure. In its private fund the adviser pursues a value‑oriented, concentrated long bias with short tactical hedges, momentum plays using liquid ETFs and selective asymmetrical option positions, with portfolio construction that can be meaningfully different from its separately managed account strategies.
Distinctive aspects relative to many peers include acting as a fund sponsor/private fund adviser while remaining an independent registered adviser, an affiliation with an insurance agency and the adviser’s licensed activity as an insurance agent (selling term life and fixed index annuities) with related disclosures about potential third‑party compensation. The firm also works with a family‑office service provider to offer expanded concierge services and educational training for clients and advisors, and it discloses and documents potential conflicts when insurance or family‑office referrals are recommended.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Active portfolio management
Options & derivatives strategies
Retirement income strategy
Wealth management
Occupation focus
Executive
Founder/Business Owner
Fee options
$699 for Retirement Income & Investment Plan
$500,000 - $999,000: 1.5% $1,000,000 - $2,000,000: 1.4% Over $2,500,000+: 1.2% $250,000 - $999,999: 1.5% $1,000,000+: 1.25%
$250 per hour for financial or investment planning
ACI Bull Harbor Fund charges 1.5% per annum management fee (0.125% monthly) plus 20% performance allocation above 5% hurdle
Account minimum: $250,000 Minimum fee: Minimum annual fee of $7,500 for investment management using ACI Private Client Portfolios
Main office location
ACI Wealth Advisors
9330 Lbj Frontage Road, Suite 900
Dallas TX 75243, United States
Number of offices
2
Most active in
ACI Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
California · Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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