Acropolis Investment Management
Firm details
- Headquarters
- Chesterfield, Missouri
- CRD number
- 121307
- Registered since
- August 27, 2002
- Website
- acrinv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.65%
- Individuals8.22%
- Corporations / Businesses4.11%
- Charitable Organizations0.74%
- Pension & Profit Sharing Plans0.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Acropolis Investment Management is an independent, owner-operated RIA organized as an LLC and registered with the SEC since 2002. The firm serves both individual/family and institutional clients and acts as a capital allocator, charging either a percentage of assets under management or fixed fees. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, plus published commentary and educational seminars. The firm does not identify as an active ESG investor and is not registered as a multi-state or newly formed adviser. Acropolis has been recognized by CNBC as one of the Top 100 Financial Advisory Firms in both 2022 and 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities10%
- US Government Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Robert Fleming
Chief Compliance OfficerCRD 2621712
David Ott
Partner, Chief Investment OfficerCRD 2652166
Contacts
3 of 35
Nathan Ward
Portfolio AdministratorCRD 7217437
Miranda Hagar
Portfolio AdvisorCRD 7504018
Andrea Levinson
Portfolio AdministratorCRD 7557112
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 200Active vs passive
$2.3B in ETFs
83%
$1.9B
13%
$402M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $391M | 568,773 | 17.01% |
Location
Chesterfield, MO
Saint Louis
Location
Chesterfield, MO
Headquartered in Chesterfield, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 14567 North Outer 40 Rd
- Time zone
- CT (UTC-6)
- Office locations
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