Ackerman Capital Advisors, LLC
Ackerman Capital Advisors, LLC is a Dallas-based registered investment advisory firm founded in Texas. As of March 31, 2025, the firm manages $477.2 million in assets and employs 6 people. The firm primarily serves high net worth individuals, charitable organizations, and pension/profit sharing plans, focusing on personalized wealth and investment management.
Investment Strategy
Ackerman Capital Advisors provides discretionary and non-discretionary portfolio management tailored to the needs of high net worth individuals and select institutional clients. Their investment approach includes diversified holdings across sectors such as commodities, municipal income, and value investing, as indicated by holdings in gold trusts, municipal income funds, and value-oriented partnerships. The firm emphasizes personalized strategy design to align with client risk profiles and long-term goals.
Top Holdings
Equity Positions (114)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR SERIES TRUST | 15.46% | $73.8M | 706,472 | $61.80 | $104.51 | +$9.8M |
V VTEB | VANGUARD MUN BD FDS | 10.36% | $49.5M | 988,350 | $50.86 | $50.07 | -$581.4K |
S SPYV | SPDR SERIES TRUST | 6.45% | $30.8M | 557,251 | $45.33 | $55.33 | +$6.2M |
M MUB | ISHARES TR | 6.39% | $30.5M | 286,654 | $105.13 | $106.49 | +$5.0M |
V VIGI | VANGUARD WHITEHALL FDS | 5.06% | $24.2M | 269,703 | $72.76 | $89.57 | +$2.7M |