Federal Data HubSEC Form ADV · JSON · SEC IAPD ↗

ACORN FINANCIAL ADVISORY SERVICES, INC.

dba ACORN FINANCIAL ADVISORY SERVICES, INC. · CRD 116763 · Registered Investment Adviser

ACORN FINANCIAL ADVISORY SERVICES, INC. is a Registered Investment Adviser headquartered in RESTON, VA. The firm reports $1,398,636,857 in regulatory assets under management across 4,566 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$1,177,507,429
Non-discretionary$221,129,428
Total RAUM$1,398,636,857
Accounts4,566

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 116763. adviserinfo.sec.gov/firm/summary/116763.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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