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Acas, LLC
ACAS, LLC is a SEC-registered investment adviser headquartered in Rancho Santa Fe, California. The firm was founded in 2012 and is owned by Christopher A. Tate. ACAS provides investment consulting, discretionary advisory services, and financial planning, serving primarily high net worth individuals, individuals, and pension/profit sharing plans. ACAS offers its advisory services through a network of investment adviser representatives who may operate under different trade names for marketing purposes. The firm employs five people, all of whom are involved in investment advisory activities.
Investment Strategy
ACAS, LLC offers both non-discretionary and discretionary advisory services tailored to individual client objectives. In non-discretionary mandates, ACAS recommends strategies for investment allocation, but the client must approve and consent to any trade before execution. For discretionary services, ACAS creates and manages an investment plan based on the client’s financial goals and risk tolerance, making ongoing management decisions on the client’s behalf. The firm invests across a diversified portfolio with a strong focus on equities, maintaining positions in major companies and ETFs. The approach is customized, goal-oriented, and periodically reviewed according to each client's needs.
Latest 13F Filing Activity
Acas, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 93 equity positions with a total 13F market value of $149M. The fund increased holdings in Capital Group Growth Etf, Capital Group Dividend Value, Ea Series Trust among other positions. Acas, LLC reduced exposure to Berkshire Hathaway Inc. Del, Rayonier Inc., Apple Inc. among others.
Top Holdings
Equity Positions (93)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGGR | CAPITAL GROUP GROWTH ETF | 8.11% | $12.1M | 285,443 | $30.59 | $40.65 | +$2.5M |
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 7.85% | $11.7M | 285,215 | $32.44 | $39.49 | +$2.2M |
B BOXX | EA SERIES TRUST | 6.05% | $9.0M | 79,686 | $111.29 | $112.68 | +$1.4M |
A AAPL | APPLE INC | 5.90% | $8.8M | 37,756 | $131.98 | $205.17 | -$258.9K |
| BERKSHIRE HATHAWAY INC DEL | 5.90% | $8.8M | 18,441 | $361.45 | $485.77 | -$816.8K |
Industry Allocation
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