Acropolis Investment Management, LLC
Acropolis Investment Management, LLC is a registered investment adviser headquartered in Chesterfield, Missouri, United States. Founded in 2002, Acropolis serves retail investors and institutional clients, offering services including financial planning, retirement planning, portfolio management, and advisory for company-sponsored retirement plans. The firm employs approximately 43 people and is dedicated to delivering sound advice, outstanding service, and a positive investment experience to individuals, families, endowments, pension plans, and nonprofits.
Investment Strategy
Acropolis provides discretionary and non-discretionary investment advisory services focusing on financial planning and portfolio management tailored to each client's goals. Services include regular, periodic reviews of client accounts, ensuring alignment with investment policy statements and adapting strategies based on changes in client circumstances. For institutional clients, Acropolis manages portfolios of fixed income and equities, offering solutions for corporate accounts, endowments, pension funds, and not-for-profits. The firm integrates alternative investments and uses artificial intelligence where appropriate, following a fiduciary standard throughout its process.
Latest 13F Filing Activity
Acropolis Investment Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 264 equity positions with a total 13F market value of $2B. The fund increased holdings in Vanguard Index FDS, Microsoft Corp., Procter and Gamble Co. among other positions. Acropolis Investment Management, LLC reduced exposure to Mastercard Incorporated, United Rentals Inc., Danaher Corporation among others.
Top Holdings
Equity Positions (264)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 16.42% | $323.3M | 569,077 | $297.86 | $612.38 | +$18.3M |
B BND | VANGUARD BD INDEX FDS | 8.36% | $164.4M | 2,233,448 | $79.41 | $74.37 | +$6.1M |
V VEA | VANGUARD TAX-MANAGED FDS | 8.02% | $157.9M | 2,770,339 | $45.08 | $59.92 | +$9.5M |
V VGSH | VANGUARD SCOTTSDALE FDS | 5.80% | $114.1M | 1,941,060 | $57.89 | $58.85 | +$3.7M |
I IJR | ISHARES TR | 5.44% | $107.1M | 979,780 | $66.13 | $118.83 | +$6.3M |
Industry Allocation
Investment Team (17)
| Name | Role | Location | |
|---|---|---|---|
 | Financial Trader | St. Louis, MO , United States | |
B Brad Combs | Senior Portfolio Manager | St. Louis, MO , United States | |
 | Portfolio Manager | St. Louis, MO , United States | |
 | Partner | St. Louis, MO , United States | |
G Gary Melchior | Senior Portfolio Manager | St. Peters, MO , United States | |
 | Portfolio Manager | St. Louis, MO , United States | |
J Joseph Kelley | Portfolio Manager | Chesterfield, MO , United States | |
 | Partner | Saint Charles, MO , United States | |
 | Partner | Chesterfield, MO , United States | |
 | Senior Portfolio Manager | St. Louis, MO , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more