ACTS FINANCIAL ADVISORS, LLC
Legal name: ACTS FINANCIAL ADVISORS
CRD #325930 SEC #801-129105 MCLEAN, VA 571-749-5522
SEC Registered
Total AUM
$114.8M
Discretionary
$79.2M
Employees
2
Clients
25
Accounts
57
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $114.8M | $79.2M | $35.7M | 2 | 7 |
| Jul 2025 | $114.8M | $79.2M | $35.7M | 2 | 7 |
| Apr 2025 | $114.8M | $79.2M | $35.7M | 3 | 7 |
| Mar 2025 | $114.8M | $79.2M | $35.7M | 2 | 7 |
| Mar 2025 | $114.8M | $79.2M | $35.7M | 2 | 7 |
| Apr 2024 | $108.2M | $65.5M | $42.7M | 2 | 5 |
| Mar 2024 | $108.2M | $65.5M | $42.7M | 2 | 5 |
| Jan 2024 | $101.7M | $69.1M | $32.6M | 2 | 0 |
| Jan 2024 | $101.7M | $69.1M | $32.6M | 2 | 0 |
| Dec 2023 | $101.7M | $69.1M | $32.6M | 2 | 0 |
| Nov 2023 | $101.7M | $69.1M | $32.6M | 2 | 0 |
| Oct 2023 | $101.7M | $69.1M | $32.6M | 2 | 0 |
DateAug 2025
Total AUM$114.8M
Discretionary$79.2M
Non-Disc.$35.7M
Employees2
Clients7
DateJul 2025
Total AUM$114.8M
Discretionary$79.2M
Non-Disc.$35.7M
Employees2
Clients7
DateApr 2025
Total AUM$114.8M
Discretionary$79.2M
Non-Disc.$35.7M
Employees3
Clients7
DateMar 2025
Total AUM$114.8M
Discretionary$79.2M
Non-Disc.$35.7M
Employees2
Clients7
DateMar 2025
Total AUM$114.8M
Discretionary$79.2M
Non-Disc.$35.7M
Employees2
Clients7
DateApr 2024
Total AUM$108.2M
Discretionary$65.5M
Non-Disc.$42.7M
Employees2
Clients5
DateMar 2024
Total AUM$108.2M
Discretionary$65.5M
Non-Disc.$42.7M
Employees2
Clients5
DateJan 2024
Total AUM$101.7M
Discretionary$69.1M
Non-Disc.$32.6M
Employees2
Clients0
DateJan 2024
Total AUM$101.7M
Discretionary$69.1M
Non-Disc.$32.6M
Employees2
Clients0
DateDec 2023
Total AUM$101.7M
Discretionary$69.1M
Non-Disc.$32.6M
Employees2
Clients0
DateNov 2023
Total AUM$101.7M
Discretionary$69.1M
Non-Disc.$32.6M
Employees2
Clients0
DateOct 2023
Total AUM$101.7M
Discretionary$69.1M
Non-Disc.$32.6M
Employees2
Clients0