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 a small, independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm is owned by an individual and focuses on serving individuals and families. Its stated advisory capabilities include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible across percentage-of-AUM, hourly, and fixed-fee engagements. The firm is not positioned as a capital allocator, does not describe itself as an ESG investor, and is not operating as a multi-state adviser.