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Acropolis Partners, LLC

Updated today

Client assets under management

$40,232,678

Clients

42

38% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

21

Low

Average account size

$957,921

About

Acropolis Partners, LLC provides portfolio management and consults on the selection and oversight of sub-advisers for individuals and high‑net‑worth clients, documenting client goals and offering tailored discretionary or non‑discretionary services. The brochure reports $44,158,411 in discretionary assets under management and a typical account minimum of $50,000, which the firm may waive at its discretion.

The firm’s investment approach blends proprietary model portfolios with the use of sub‑advisers and employs asset allocation, tactical asset allocation, fundamental and technical analysis across mutual funds, ETFs, stocks, bonds and options. Acropolis monitors sub‑advisers to ensure adherence to selected styles, rebalances portfolios on an “as needed” basis, and conducts quarterly reviews while retaining the authority to hire or replace sub‑advisers.

Notable distinctions disclosed in the brochure include the owners’ activity as licensed insurance agents who may recommend and receive commissions for insurance products, and prior disclosure events: a stipulation and consent involving an owner from earlier employment and a $2,000 regulatory fine in 2023 for a lapse in Arkansas registration. The firm describes policies intended to address these conflicts and disclosures, such as a Code of Ethics, personal trading reviews, and procedures for oversight of sub‑advisers and fee deductions.

Client services

Portfolio management Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies

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Fee options

Percentage

1.25% annually

Other

Account minimum: $50,000

Main office location

Acropolis Partners, LLC

101 Creekside Crossing, Suite 1700 120

Brentwood TN 37027, United States

Number of offices

1

Most active in

Arkansas · Georgia · Tennessee

Disclosures

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

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Daniel P

Series 66

Brentwood, TN

Acropolis Partners, LLC

Daniel Parker is a financial advisor with Acropolis Partners, LLC in Brentwood, TN, holding a Series 66 designation and 15 years of industry experience. Prior to joining Acropolis Partners in 2021, he worked at G.L.S. & Associates, Hayden Royal, and Cary Street Partners. Outside of his advisory role, he also works as a licensed insurance agent, dedicating time to insurance sales. Acropolis Partners, LLC provides portfolio management and consults on sub-adviser selection for individual and high-net-worth clients, employing a blend of proprietary model portfolios and sub-adviser oversight across various asset classes. The firm focuses on tailored discretionary and non-discretionary services with ongoing portfolio monitoring and quarterly reviews.

Active portfolio management Options & derivatives strategies
user avatar

Edison P

Series 63, Series 65

Brentwood, TN

Acropolis Partners, LLC

Edison Parker Jr. is a financial advisor with Acropolis Partners, LLC, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His prior roles include positions at Parthenon Partners LLC, Cary Street Partners, and Zermatt Securities. Outside of securities, he is also an insurance agent involved in insurance sales. Acropolis Partners, LLC provides portfolio management and consults on sub-adviser selection and oversight for individuals and high-net-worth clients. The firm uses a combination of proprietary model portfolios and sub-advisers, employing asset allocation and both fundamental and technical analysis across a range of investment vehicles.

Active portfolio management Options & derivatives strategies
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