A
ACSB Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,054,020
Clients
24
38% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
TypicalAverage account size
$585,584
About
ACSB Capital Management provides investment advisory services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers non-discretionary portfolio management, pension consulting, and modular financial planning and consulting, with services delivered either individually or as an integrated package.
The firm’s portfolio management is conducted on a non-discretionary, continuous-advice basis: it collects suitability information, develops tailored strategies, monitors performance, and makes rebalancing recommendations while obtaining client approval before executing trades. ACSB may allocate client assets to third-party money managers and uses a range of methods, including fundamental and cyclical analysis, long- and short-term purchases, margin, and options strategies.
What distinguishes ACSB from many peers is its emphasis on non-discretionary relationships combined with institutional and pension consulting work; the brochure reports $14,054,020 in assets managed on a non-discretionary basis. The firm also advises across a broad set of instruments — including futures, options, real estate partnership interests and oil and gas interests — a wider scope of investable assets than is typical for many small independent advisers.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $3,000,000: 1.25% $3,000,001 - $6,000,000: 1.00% $6,000,001 - $10,000,000: 0.80% Over $10,000,000+: 0.60% $0 - $3,000,000: 0.80% $3,000,001 - $15,000,000: 0.50% Over $15,000,000+: 0.30%
$350 per hour for financial planning and pension consulting services
Account minimum: $3,000,000 Fee-only: Hourly fee of $350 for financial planning and pension consulting services
Most active in
ACSB Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Virgin Islands
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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