Ackerman Asset Management, LLC
Ackerman Asset Management, LLC is an independent registered investment advisory firm based in Rockville, Maryland. Founded in 2019, it manages investment portfolios primarily for individual investors, including both high net worth and non-high net worth clients, as well as pension and profit sharing plans. The firm is relatively small, with a single employee who serves as both adviser and principal decision-maker. As of Q2 2025, its SEC filings show that it manages between $125 million and $645 million in assets under management (AUM), with client accounts concentrated in ETFs and publicly traded securities. Ackerman Asset Management focuses on personalized investment solutions for long-term growth, with a strong emphasis on client service and transparency.
Investment Strategy
Ackerman Asset Management, LLC implements a disciplined, primarily passive investment strategy based on asset allocation and diversification across a core portfolio of exchange-traded funds (ETFs), particularly major index funds like IVV, OEF, SPY, and IWB, which collectively represent over 80% of the firm's holdings. The firm concentrates on long-term wealth accumulation for clients through a buy-and-hold approach, regularly rebalancing accounts to maintain strategic asset allocations. Portfolio management emphasizes risk-adjusted returns, cost efficiency, and ongoing monitoring of market conditions to ensure alignment with client goals. A significant portion of the firm’s AUM is managed on a non-discretionary basis for pension and profit sharing plans, in addition to discretionary management for individuals.
Top Holdings
Equity Positions (24)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 41.25% | $51.5M | 82,937 | $561.99 | $620.90 | +$5.0M |
O OEF | ISHARES TR | 21.68% | $27.1M | 88,918 | $270.83 | $304.35 | +$2.8M |
S SPY | SPDR S&P 500 ETF TR | 7.87% | $9.8M | 15,908 | $559.39 | $617.85 | +$928.3K |
I IWB | ISHARES TR | 5.97% | $7.5M | 21,958 | $306.74 | $339.57 | +$720.9K |
J JPST | J P MORGAN EXCHANGE TRADED F | 5.54% | $6.9M | 136,400 | $50.65 | $50.68 | +$2.3M |