Acorn Growth Companies, LLC
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Overview
Acorn Growth Companies, LLC is a financial advisor company located in Oklahoma City, Oklahoma. The firm oversees $496.8 million in assets under management throughout 10 accounts, making it one of the larger financial advisory firms in the United States by assets under management (AUM). It has a small team, including 12 financial advisors. Acorn Growth Companies, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments such as bonds, equities and options.
Acorn Growth Companies, LLC administers most of the firm's client assets in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make buy and sell judgments for the client's account without needing to seek client permission. The company also has two non-discretionary accounts totaling $967,870 in assets under management. The company administers an average of $49.7 million in assets for every client account. The average financial advisor at Acorn Growth Companies, LLC oversees fewer than one client account, placing it among the most individualized financial advisor firms in the country.
Acorn Growth Companies, LLC's headquarters is located at 621 N. Robinson Avenue, Oklahoma City, Oklahoma 73102. The company is allowed to provide services to investors across a few states, including District of Columbia and Oklahoma.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Acorn Growth Companies, LLC by the Numbers
$496.8 million
12
10
$49.7 million
Fee Structure
Financial management fees are based on which services the firm provides the client. However, fees charged by the company can be comprised of the following fee structures: asset-based, performance-based or other. The firm does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
It caters to pooled investment vehicles. Out of its 10 customers, Acorn Growth Companies, LLC's largest client type is pooled investment vehicles. None of the firm's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Acorn Growth Companies, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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