ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.

C45
CRD 121307·SEC 801-61444·CHESTERFIELD, MO
AUM
$2.61B
$1B+
Est. Revenue
$26.1M
@ 1% on AUM
Est. EBITDA
$7.8M
@ 30% margin
Est. Deal Value
$62.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.
CRD
121307
SEC file #
801-61444
EIN
DBA names
Acropolis Investment Management

Economics

AUM
$2.61B
AUM band
$1B+
AUM trajectory
'20'26
$1.16B → $2.61B▲ +125%
Client mix
Individuals High Net Worth636
Individuals Other401
Charitable Organizations8

Operations

Employees (total)
44
Advisory staff (per ADV)
38
Advisory staff (5-yr trend)
'20'26
28 advisors → 38 advisors▲ +36%
Primary office
CHESTERFIELD MO
Branches

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPublication of periodicals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LISSNER, CHRISTOPHER, BART
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
LISSNER, CHRISTOPHER, BART
OTT, DAVID, BAKER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
acropolisinvestment.biz
Rdap Domain Creation Date
2004-08-10T21:13:47Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Wild West Domains, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
8
Form 5500 Total Compensation
713,167
Form 5500 Compensation Trajectory 3y
2025640,630
202672,537
Form 5500 Plan Count Trajectory 3y
20257
20261
Schedule C Total Compensation
713,167
Schedule C Service Provider Rows
8

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
36
Bc Firm IAR Count
36
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-09T23:59:59Z
Rdap Domain Last Changed
2025-10-23T20:28:34Z
Rdap Nameservers
Ns56.domaincontrol.comNs55.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Update ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Delete Prohibited
Top Owner CRD
1031143
Trust Company Affiliate
No