{
  "crd_number": 313457,
  "slug": "acansa-investment-management-group-llc-tysons-corner-va-313457",
  "primary_business_name": "ACANSA INVESTMENT MANAGEMENT GROUP, LLC",
  "legal_name": "ACANSA INVESTMENT MANAGEMENT GROUP, LLC",
  "dbas": [],
  "city": "Tysons Corner",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-05-21",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 838000000.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 838000000.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 5,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 8000000.0,
      "count": null,
      "description": "FAMILY PERSONAL CHARITABLE POOL",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 830000000.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NY",
    "VA"
  ],
  "websites": [
    "https://acansa-inv.com",
    "https://linkedin.com/company/acansa-investment-management-group"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313457",
  "city_as_filed": "TYSONS CORNER",
  "url": "https://advisorcensus.com/firm/acansa-investment-management-group-llc-tysons-corner-va-313457",
  "display_name": "Acansa Investment Management Group, LLC",
  "summary": "Acansa Investment Management Group, LLC is an SEC-registered investment advisory firm in Tysons Corner, VA, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Acansa Investment Management Group, LLC (CRD 313457): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Acansa Investment Management Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Acansa Investment Management Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "What does Acansa Investment Management Group, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: up to 0.55% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Acansa Investment Management Group, LLC located?",
      "a": "Acansa Investment Management Group, LLC's principal office is in Tysons Corner, VA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Acansa Investment Management Group, LLC registered with the SEC or a state?",
      "a": "Acansa Investment Management Group, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313457."
    },
    {
      "q": "How much does Acansa Investment Management Group, LLC manage?",
      "a": "Acansa Investment Management Group, LLC reports $838,000,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (0% discretionary)."
    },
    {
      "q": "How have Acansa Investment Management Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Acansa Investment Management Group, LLC: Regulatory assets under management: $720,000,000 in the October 2021 data and $838,000,000 in the October 2026 data, up 16%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Which custodians does Acansa Investment Management Group, LLC use?",
      "a": "Acansa Investment Management Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon Capital Markets, LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Acansa Investment Management Group, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313457"
    },
    {
      "q": "Does Acansa Investment Management Group, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"Currently, the minimum investment for a Managed Account is approximately $50 million. In certain cases, in its sole discretion, Acansa will waive and/or reduce such stated investment minimums.\""
    },
    {
      "q": "What changed in Acansa Investment Management Group, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 1 to 2. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 720000000.0,
      "total_employees": 4,
      "filing_date": "2021-09-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 720000000.0,
      "total_employees": 3,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 700000000.0,
      "total_employees": 5,
      "filing_date": "2023-03-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 756587000.0,
      "total_employees": 4,
      "filing_date": "2024-03-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 902731000.0,
      "total_employees": 4,
      "filing_date": "2025-07-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 838000000.0,
      "total_employees": 5,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 2.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "0.55% of assets a year",
    "account_minimum": "$50,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 0.55% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "The current Management Fee schedule for Accounts range up to 0.55% of the Client’s net assets under management (including amounts invested directly by Acansa)."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $50,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Currently, the minimum investment for a Managed Account is approximately $50 million. In certain cases, in its sole discretion, Acansa will waive and/or reduce such stated investment minimums."
        ]
      }
    ],
    "quotes": [
      "The current Management Fee schedule for Accounts range up to 0.55% of the Client’s net assets under management (including amounts invested directly by Acansa).",
      "Currently, the minimum investment for a Managed Account is approximately $50 million. In certain cases, in its sole discretion, Acansa will waive and/or reduce such stated investment minimums."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "BNY Mellon Capital Markets, LLC",
      "name_as_filed": "BNY MELLON CAPITAL MARKETS, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/acansa-investment-management-group-llc-tysons-corner-va-313457.md",
  "clients": [
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 830000000.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 8000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313457",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}