Powered by PrinciplesA Relationship Based On Integrity, Clarity & Knowledge

 

Intentional Alignment

Intentional Alignment

Your wealth is managed in the same manner and with the same emotional commitment that we manage our own.

Radical Transparency

Absolute Transparency

We are devoted to being transparent and straightforward in our communication and reporting.

Sophisticated Technology

Sophisticated Technology

We use sophisticated technology to organize your portfolio and performance in an understandable way.

1969-NOWAN ENDURING LEGACY IN MANAGING WEALTH

Over five decades, we have thoughtfully guided our clients through market ups, downs, and times of uncertainty.
In an ever-changing world, our commitment to you and your wealth management needs will remain steadfast. 

1969
1975
1987
1993
1996
2000
2000
2001
2002
2004
2007
2008
2009
2011
2012
2014
2015
2016
2018

Experience, Knowledge & Shared Values

The Ackerman Team

Profile
David Ackerman

David is the managing partner and chief investment strategist of Ackerman Capital Management …

Learn More >>

Profile
Johnny M. Hea

Johnny oversees Portfolio Management at Ackerman Capital Management. He also provides ongoing wealth …

Learn More >>

Profile
C. Keller Reid

Keller is responsible for trading and execution at Ackerman Capital Management and oversees the …

Learn More >>

Profile
Anne Rushing

Anne leads Retirement Services Ackerman Capital Management which includes profit-sharing, 401(k) …

Learn More >>

Profile
Browning Mank

Browning is responsible for Ackerman Capital Management’s business strategy execution, marketing …

Learn More >>

Profile
Brett Speer

Brett’s role at Ackerman Capital Management includes responsibility for client services and operations …

Learn More >>

Profile
Meagan Sells

Meagan serves as a liaison between clients, portfolio managers, the operational team, and client …

Learn More >>

Profile
Jared Hohertz

Jared shares responsibility in client services and operations, including accounting and administration …

Learn More >>

Profile
Sophie Bowers

Sophie has served as a dedicated Executive Assistant for Ackerman Capital Management since 1985 …

Learn More >>

Profile
Sari Wilson

Our longest serving member of the Ackerman Capital Management team, Sari Wilson joined Ackerman …

Learn More >>

Profile
Jordan Kennedy

Jordan serves Ackerman Capital Management in a wealth management associate role providing …

Learn More >>

Profile
Keith Pillers

Keith is responsible for Ackerman Capital Management’s wealth management and financial planning …

Learn More >>