Ackerman Capital Management

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Client assets under management

$565,431,548

Clients

174

81% high-net worth

Advisors

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Typical

Average account size

$3,249,607

About

Ackerman Capital Advisors, L.L.C. (d/b/a Ackerman Capital Management) provides wealth management to high‑net‑worth individuals, families, trusts, corporations, charitable entities and certain pension plans, offering separately managed accounts, comprehensive financial planning, and retirement plan consulting services. The firm also acts as investment adviser to pooled private vehicles, notably ACM Enhanced Municipal Income Fund, L.P. and ACM Digital Holdings, L.P.

For separately managed accounts Ackerman typically implements actively managed portfolios using exchange‑traded funds and no‑load mutual funds, guided by written Investment Policy Statements and core balanced strategies available in tax‑managed and tax‑advantaged variants. Client accounts are monitored continuously, with reporting delivered through a client portal and regular quarterly materials that include performance versus benchmarks.

What distinguishes Ackerman from many peers is its dual role as both wealth manager and sponsor/adviser of private pooled funds, including a closed‑end municipal bond fund strategy and a multi‑strategy digital‑asset fund that invests in cryptocurrencies, decentralized finance and arbitrage opportunities. Those pooled vehicles employ performance‑based compensation and the firm discloses that principals are material investors in the funds, an alignment the firm manages through disclosure, governance procedures, and its fiduciary policies.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning fees charged per Financial Planning Agreement, amounts vary by client and scope.

Percentage

0.2% to 1.0% annually (standard fee range, tiered schedules not fully detailed)

Performance-based

Partnerships charge performance-based fees: 15% quarterly profit allocation for ACM Enhanced Municipal Income, L.P. (no management fee); 0.50% management fee plus 20% quarterly profit allocation for ACM Digital Holdings, L.P.

Other

Account minimum: $1,000,000 Minimum fee: Certain accounts may be subject to minimum quarterly fee requirements, specific amounts not stated. Fee-only: Management fees based on AUM, financial planning fees charged separately if requested.

Main office location

Ackerman Capital Management

5956 Sherry Lane, Suite 1600

Dallas TX 75225, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

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:

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.

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 Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Website 214-361-5383

Advisors at this firm

Keith P

CFP®

Dallas, TX

Ackerman Capital Management

Keith Pillers is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Ackerman Capital Management since 2019. Prior to joining Ackerman, he worked at Bank of Texas and its affiliate, The Milestone Group, Inc. Ackerman Capital Management provides investment management, financial planning, and retirement plan consulting services to individuals, families, charitable entities, corporations, and certain retirement plans. The firm manages separately managed accounts and pooled investment vehicles, including private investment partnerships focused on municipal funds and digital-asset strategies.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

John H

CFA®, Series 63

Dallas, TX

Ackerman Capital Management

John Hea is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Ackerman Capital Management in Dallas, TX since 2010. He is also the managing member of AMONKEYS, LLC, a marketing business where he designs logos and apparel sold through his fishing club. Ackerman Capital Management provides investment advisory services to individuals, families, charitable entities, corporations, and retirement plans through separately managed accounts and pooled investment vehicles. The firm employs written investment policies and typically uses exchange-traded funds and no-load mutual funds, while also sponsoring private investment partnerships that include municipal fund exposures and multi-strategy digital-asset funds.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

David A

CFP®, CFA®, Series 65

Dallas, TX

Ackerman Capital Management

David Ackerman is a CFP®, CFA®, and holds a Series 65 license with 21 years of industry experience. He has been with Ackerman Capital Advisors, LLC since 2002 and is based in Dallas, TX. Ackerman Capital Management serves individuals, families, charitable entities, corporations, and certain retirement plans through separately managed portfolios, financial planning, and retirement plan consulting. The firm distinguishes itself by sponsoring and advising private investment partnerships, including vehicles targeting closed-end municipal fund exposures and multi-strategy digital-asset funds, alongside its separate-account business.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

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