Act Advisors, LLC.
ACT Advisors, LLC is a SEC-registered investment adviser based in Asheville, North Carolina. Founded in October 2014 by Doug English and Roger Wesley Johnson, the firm offers discretionary investment management and fee-based financial planning services to individuals and families, with a fiduciary focus and high ethical standards. ACT Advisors employs a team dedicated to serving the best interests of their clients, providing both investment advice and broad financial planning, including estate and insurance planning. As of early 2025, the firm manages over $184 million in assets. Their clients typically consist of individuals, families, and their associated entities.
Investment Strategy
ACT Advisors utilizes a discretionary investment management approach, tailoring portfolios to each client's financial goals, risk tolerance, and time horizon. Their strategy includes diversified holdings across ETFs and mutual funds, with a focus on asset allocation, rebalancing, and risk management. Comprehensive financial planning—covering estate, insurance, and retirement matters—is integrated into their investment advice. The firm avoids excessive trading, prioritizes transparency, and adheres to fiduciary principles to act in clients’ best interests at all times.
Top Holdings
Equity Positions (70)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL ETF TRUST | 11.44% | $28.3M | 619,487 | $30.36 | $45.76 | +$3.5M |
Q QQQM | INVESCO EXCH TRADED FD TR II | 10.92% | $27.1M | 109,468 | $227.10 | $247.12 | -$2.0M |
A AVDE | AMERICAN CENTY ETF TR | 9.82% | $24.3M | 308,347 | $74.01 | $78.90 | -$5.3M |
A AVEM | AMERICAN CENTY ETF TR | 9.01% | $22.3M | 297,263 | $75.11 | $75.11 | +$22.3M |
D DGRW | WISDOMTREE TR | 8.24% | $20.4M | 229,372 | $75.99 | $88.96 | -$1.9M |