ACES ADVISORS

Overview

Aces Advisors is a small, independent registered investment adviser that provides financial planning and portfolio management primarily for individual and family clients and small businesses. The firm operates on a client-directed, advisory model: all reported assets are non-discretionary, so investment decisions remain with clients while Aces Advisors provides guidance and implementation recommendations. The firm charges a mix of percentage-of-AUM and fixed fees and does not position itself as a capital allocator to outside managers; instead it uses packaged third-party products and funds to implement client strategies. Investment activity centers on public mutual funds and other pooled vehicles rather than concentrated individual-stock portfolios or bespoke separate account strategies. Aces Advisors does not identify as an active ESG investor and is not registered as a multi-state adviser, indicating a localized, relationship-driven practice rather than a broad institutional platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices