Acorn Asset Management LLC

RIASEC RegisteredEst. 2026

Total AUM

$6.6M

Discretionary

$6.6M

100% of AUM

Avg account

$413K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Princeton, New Jersey
CRD number: 340572
Registered since: March 4, 2026
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI67.58%
Individuals32.42%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Acorn Asset Management LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model is flexible and includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements. Acorn is not positioned as an institutional capital allocator, does not market itself as an ESG-focused investor, and operates under a single-state registration model. The firm became SEC-registered in 2026.