# Acorn Asset Management LLC

> Acorn Asset Management LLC is an SEC-registered investment advisory firm in Princeton, NJ, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 6, 2026.

- CRD: 340572
- Filed as: ACORN ASSET MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Princeton, NJ
- Filing period: October 2026
- Form ADV filing dated: July 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340572
- AdvisorCensus page: https://advisorcensus.com/firm/acorn-asset-management-llc-princeton-nj-340572

## Quick answers

**How is Acorn Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Acorn Asset Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Acorn Asset Management LLC charge?**
Its Form ADV Part 2A brochure dated June 9, 2026 states: Hourly rate: $450 an hour (Financial Planning and Consulting); Flat fee: up to $10,000 (Financial Planning and Consulting); Subscription: up to $10,000 a year (ongoing financial planning or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Acorn Asset Management LLC located?**
Acorn Asset Management LLC's principal office is in Princeton, NJ, according to its Form ADV.

**Is Acorn Asset Management LLC registered with the SEC or a state?**
Acorn Asset Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 340572.

**How much does Acorn Asset Management LLC manage?**
Acorn Asset Management LLC reports $6,600,000 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary).

**What types of clients does Acorn Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (3).

**Which custodians does Acorn Asset Management LLC use?**
Acorn Asset Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Acorn Asset Management 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/340572

**Does Acorn Asset Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 9, 2026 says: "Our minimum account size requirements for opening an account with us is $50,000"

**What changed in Acorn Asset Management LLC's recent Form ADV filings?**
In the July 2026 filing data: Regulatory assets under management went from $0 to $6,600,000.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 9, 2026)

- Account minimum: $50,000

> Our minimum account size requirements for opening an account with us is $50,000

- Hourly rate: $450 an hour (Financial Planning and Consulting)

> Hourly $450 per hour

- Flat fee: up to $10,000 (Financial Planning and Consulting)

> Fixed Fee Up to $10,000

- Subscription: up to $10,000 a year (ongoing financial planning or consulting services)

> Ongoing Annual Planning Fee Up to $10,000

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

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial 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: $6,600,000
- Discretionary: $6,600,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $2,140,000 |
| High net worth individuals | 3 | $4,460,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- acornassetmanagement.com

## Changes in the filing (last 12 months)

### July 2026
- Regulatory assets under management went from $0 to $6,600,000.

### April 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Acorn Asset Management LLC (CRD 340572): Form ADV filing data as of October 2026.