Acribus Capital LLC logo

Acribus Capital LLC

Updated today

Client AUM

$2,458,596

Clients

5

Advisors

2

across 2 offices

About

Acribus Capital serves high‑net‑worth and other private clients, family offices, trusts, and select institutional clients, providing portfolio management, private wealth management, and bespoke family office services. The firm delivers separately managed accounts and strategic portfolio solutions alongside financial planning and coordination of tax, estate, and insurance implementation, with advisory fees typically based on assets under management.

The firm manages accounts on both a discretionary and non‑discretionary basis and integrates macro, cyclical, fundamental, and technical analysis into strategic and tactical asset allocation, manager selection, and ongoing risk and liquidity management. Its stated strategies include capital appreciation (including long/short positions) and an option‑based income strategy implemented in margin‑enabled accounts; Acribus provides time‑weighted performance reporting and also discloses hypothetical and advertised performance, and may negotiate performance‑based fee arrangements for qualified clients with high‑water marks.

Acribus discloses an affiliation with an insurance agency owned by the firm’s principal and may offer insurance products that could generate customary broker commissions, a potential conflict the firm addresses through disclosure. The combination of a relatively small client roster managing roughly $21 million in AUM, explicit performance advertising (including hypothetical results), the use of options and portfolio margin in income strategies, and the insurance affiliation makes its service and fee structure less common among similarly sized advisers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Tax-loss harvesting Concentrated stock management Active portfolio management Options & derivatives strategies Private / alternative investments

Occupation focus

Executive Founder/Business Owner

Demographic focus

Established Professionals Mid-Career Professionals

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Fee options

Fixed

One-time upfront Wealth Strategy Fee for financial planning; flat fees for a la carte or project-based services

Percentage

$0 - $10,000,000: 0.65% for Endowment & Foundation and Institutional Clients; 1.00% for Private Clients (Public Equity) $10,000,001 - $20,000,000: 0.35% for Endowment & Foundation and Institutional Clients; 0.75% for Private Clients (Public Equity) $20,000,001+: 0.15% for Endowment & Foundation and Institutional Clients; 0.40% for Private Clients (Public Equity) $0+: 0.30% for Endowment & Foundation and Institutional Clients; 0.50% for Private Clients (Public Fixed Income) $0+: 1.50% of Client’s portfolio of assets billed for Endowment & Foundation and Institutional Clients; 2.00% of Client’s portfolio of assets billed for Private Clients (Alternatives)

Project-based

Flat or hourly fees for additional services outside core engagement, disclosed and agreed upon prior to engagement

Performance-based

Performance-based fees charged for certain accounts managed for 'Qualified Clients' with negotiated terms, typically annual and including high-water mark provisions

Subscriptions

Annual fixed fees for family office services and separate annual family governance fees, amounts not specified

Other

Account minimum: $500,000 Minimum fee: Minimum annual fee, amount not specified; fees are negotiable and subject to discretion

Main office

See office

Dallas TX

Advisors at this office

1

Most active in

Texas

Also doing business as

Acribus Capital LLC · Portrait Financial · Portrait Financial, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Dario S

Series 63, Series 65

Dallas, TX

Acribus Capital LLC

Dario Saintus is a financial advisor at Acribus Capital LLC in Dallas, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vicar Capital Advisors and Acribus Capital Sports & Entertainment. Acribus Capital provides investment management, private wealth management, and bespoke family office services primarily to high-net-worth individuals and family offices. The firm’s investment approach combines macroeconomic, fundamental, and technical analysis to support strategic asset allocation and offers specialized strategies including capital appreciation and options-based income.

Tax-loss harvesting Concentrated stock management Active portfolio management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner Established Professionals Mid-Career Professionals
user avatar

Victor R

Series 66

Dallas, TX

Acribus Capital LLC

Victor Russell is a financial advisor at Acribus Capital LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Mavros Capital Group, MGO Private Wealth, and JPMorgan entities. Russell is also an adjunct professor at Texas Christian University, where he teaches introductory financial management. Acribus Capital serves high-net-worth individuals, family offices, trusts, and select institutional clients by providing portfolio management, private wealth management, and customized family office services. The firm employs a range of investment strategies, including capital appreciation and option-based income, integrating multiple analytical approaches for asset allocation and risk management.

Tax-loss harvesting Concentrated stock management Active portfolio management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner Established Professionals Mid-Career Professionals
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