A complete list of active advisors currently associated with Acribus Capital LLC
Warmer can help you find a great advisor at Acribus Capital LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Acribus Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 9
| |
Dallas, TX
| 11
|
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