ACKERMAN CAPITAL ADVISORS, LLC
C47
CRD 123824·SEC 801-61595·DALLAS, TX
AUM
$604.0M
$500M-$1B
Est. Revenue
$6.0M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $371.3M
'21 · $437.3M
'22 · $464.5M
'23 · $509.3M
'25 · $477.2M
'26 · $604.0M
'20'26
$371.3M → $604.0M▲ +63%
Client mix
| Individuals High Net Worth | 141 |
| Individuals Other | 33 |
| Pension Profit Sharing Plans | 10 |
| Charitable Organizations | 8 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 5 advisors
'22 · 5 advisors
'23 · 4 advisors
'25 · 3 advisors
'26 · 3 advisors
'20'26
4 advisors → 3 advisors▼ -25%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
5956 SHERRY LANE, SUITE 1600DALLAS, TX 75225
Business
5956 SHERRY LANE, SUITE 1600DALLAS, TX 75225
Edgar Recent Filings
13F-HR2026-05-05 · 0001699506-26-000002
13F-HR2026-02-11 · 0001699506-26-000001