# Acansa Investment Management Group, LLC

> 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.

- CRD: 313457
- Filed as: ACANSA INVESTMENT MANAGEMENT GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tysons Corner, VA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313457
- AdvisorCensus page: https://advisorcensus.com/firm/acansa-investment-management-group-llc-tysons-corner-va-313457

## Quick answers

**How is Acansa Investment Management Group, LLC compensated?**
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.

**What does Acansa Investment Management Group, LLC's brochure say about its fees?**
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.

**Where is Acansa Investment Management Group, LLC located?**
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).

**Is Acansa Investment Management Group, LLC registered with the SEC or a state?**
Acansa Investment Management Group, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313457.

**How much does Acansa Investment Management Group, LLC manage?**
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).

**How have Acansa Investment Management Group, LLC's assets and staff changed since 2021?**
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.

**Which custodians does Acansa Investment Management Group, LLC use?**
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.

**Does Acansa Investment Management Group, LLC report any disciplinary disclosures?**
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

**Does Acansa Investment Management Group, LLC state an account minimum?**
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."

**What changed in Acansa Investment Management Group, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: up to 0.55% of assets a year (the maximum the brochure states)

> 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).

- Account minimum: $50,000,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon Capital Markets, LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $838,000,000
- Discretionary: $0
- Non-discretionary: $838,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Charitable organizations | Fewer than 5 | $830,000,000 |
| Other | Fewer than 5 | $8,000,000 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Harrison, NY

### Websites listed on Form ADV (Item 1.I)
- acansa-inv.com
- LinkedIn @acansa-investment-management-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $720,000,000 | 4 | September 2, 2021 |
| October 2022 | $720,000,000 | 3 | March 30, 2022 |
| October 2023 | $700,000,000 | 5 | March 14, 2023 |
| October 2024 | $756,587,000 | 4 | March 18, 2024 |
| October 2025 | $902,731,000 | 4 | July 3, 2025 |
| October 2026 | $838,000,000 | 5 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1 to 2.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Acansa Investment Management Group, LLC (CRD 313457): Form ADV filing data as of October 2026.