A complete list of active advisors currently associated with Acropolis Partners, LLC

Warmer can help you find a great advisor at Acropolis Partners, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Acropolis Partners, 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.