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 independently owned RIA organized as an LLC and registered with the SEC since 2002. The firm serves both individual/family clients and institutional accounts, acting as a capital allocator that blends portfolio management and financial planning with investor education and published commentary. Its fee arrangements include both asset-based (percentage of AUM) and fixed-fee structures. Core advisory services span financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, periodic publications, and educational seminars. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser. Acropolis was included in CNBC’s Top 100 Financial Advisory Firms lists in 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 2ROBERT FLEMING
Chief Compliance OfficerCRD 2621712
DAVID OTT
Partner, Chief Investment OfficerCRD 2652166
Contacts
3 of 35Nathan 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 194Active vs passive
$2B in ETFs
83%
$1.7B
13%
$347M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $341M | 570,339 | 16.70% |
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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