ACT ADVISORS, LLC
Legal name: ACT ADVISORS
CRD #173120 SEC #801-80418 ASHEVILLE, NC (828) 398-2802
SEC Registered
Total AUM
$434M
Discretionary
$434M
Employees
9
Clients
26
Accounts
1,027
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $434M | $434M | $0 | 9 | 25 |
| Mar 2025 | $434M | $434M | $0 | 9 | 25 |
| Nov 2024 | $374.1M | $374.1M | $0 | 8 | 7 |
| Mar 2024 | $374.1M | $374.1M | $0 | 10 | 7 |
| Dec 2023 | $313.1M | $313.1M | $0 | 11 | 8 |
| Sep 2023 | $313.1M | $313.1M | $0 | 11 | 8 |
| Aug 2023 | $313.1M | $313.1M | $0 | 11 | 8 |
| Mar 2023 | $313.1M | $313.1M | $0 | 11 | 8 |
| Mar 2022 | $389.9M | $389.9M | $0 | 11 | 6 |
| Mar 2021 | $316.4M | $316.4M | $0 | 11 | 6 |
| Jun 2020 | $268M | $268M | $0 | 10 | 2 |
| May 2020 | $268M | $268M | $0 | 10 | 2 |
| Mar 2020 | $268M | $268M | $0 | 10 | 2 |
| Mar 2019 | $217.1M | $217.1M | $0 | 8 | 13 |
| Jul 2018 | $178.4M | $178.4M | $0 | 9 | 12 |
| Mar 2018 | $178.4M | $178.4M | $0 | 8 | 12 |
| Mar 2018 | $178.4M | $178.4M | $0 | 8 | 12 |
| Mar 2017 | $146.7M | $146.7M | $0 | 8 | 443 |
| Jan 2017 | $127.7M | $127.7M | $0 | 9 | 430 |
| Mar 2016 | $127.7M | $127.7M | $0 | 9 | 430 |
| May 2015 | $109.4M | $109.4M | $0 | 7 | 200 |
| Mar 2015 | $109.4M | $109.4M | $0 | 7 | 200 |
| Feb 2015 | $109.4M | $109.4M | $0 | 7 | 200 |
| Jan 2015 | $0 | $0 | $0 | 8 | 0 |
| Sep 2014 | $0 | $0 | $0 | 8 | 0 |
DateNov 2025
Total AUM$434M
Discretionary$434M
Non-Disc.$0
Employees9
Clients25
DateMar 2025
Total AUM$434M
Discretionary$434M
Non-Disc.$0
Employees9
Clients25
DateNov 2024
Total AUM$374.1M
Discretionary$374.1M
Non-Disc.$0
Employees8
Clients7
DateMar 2024
Total AUM$374.1M
Discretionary$374.1M
Non-Disc.$0
Employees10
Clients7
DateDec 2023
Total AUM$313.1M
Discretionary$313.1M
Non-Disc.$0
Employees11
Clients8
DateSep 2023
Total AUM$313.1M
Discretionary$313.1M
Non-Disc.$0
Employees11
Clients8
DateAug 2023
Total AUM$313.1M
Discretionary$313.1M
Non-Disc.$0
Employees11
Clients8
DateMar 2023
Total AUM$313.1M
Discretionary$313.1M
Non-Disc.$0
Employees11
Clients8
DateMar 2022
Total AUM$389.9M
Discretionary$389.9M
Non-Disc.$0
Employees11
Clients6
DateMar 2021
Total AUM$316.4M
Discretionary$316.4M
Non-Disc.$0
Employees11
Clients6
DateJun 2020
Total AUM$268M
Discretionary$268M
Non-Disc.$0
Employees10
Clients2
DateMay 2020
Total AUM$268M
Discretionary$268M
Non-Disc.$0
Employees10
Clients2
DateMar 2020
Total AUM$268M
Discretionary$268M
Non-Disc.$0
Employees10
Clients2
DateMar 2019
Total AUM$217.1M
Discretionary$217.1M
Non-Disc.$0
Employees8
Clients13
DateJul 2018
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees9
Clients12
DateMar 2018
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees8
Clients12
DateMar 2018
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees8
Clients12
DateMar 2017
Total AUM$146.7M
Discretionary$146.7M
Non-Disc.$0
Employees8
Clients443
DateJan 2017
Total AUM$127.7M
Discretionary$127.7M
Non-Disc.$0
Employees9
Clients430
DateMar 2016
Total AUM$127.7M
Discretionary$127.7M
Non-Disc.$0
Employees9
Clients430
DateMay 2015
Total AUM$109.4M
Discretionary$109.4M
Non-Disc.$0
Employees7
Clients200
DateMar 2015
Total AUM$109.4M
Discretionary$109.4M
Non-Disc.$0
Employees7
Clients200
DateFeb 2015
Total AUM$109.4M
Discretionary$109.4M
Non-Disc.$0
Employees7
Clients200
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0