AdvisorCensus / Financial advisors / Michigan / Flint / Acorn Wealth Advisors, LLC
Acorn Wealth Advisors, LLC is an SEC-registered investment advisory firm in Grand Blanc, MI, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 11, 2026.
Quick answers
From the filingHow is Acorn Wealth Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Acorn Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions.
Where is Acorn Wealth Advisors, LLC located?
Acorn Wealth Advisors, LLC's principal office is in Grand Blanc, MI, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Acorn Wealth Advisors, LLC registered with the SEC or a state?
Acorn Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170462.
How much does Acorn Wealth Advisors, LLC manage?
Acorn Wealth Advisors, LLC reports $561,359,388 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (99% discretionary).
How have Acorn Wealth Advisors, LLC's assets and staff changed since 2021?
In the Form ADV data for Acorn Wealth Advisors, LLC: Regulatory assets under management: $335,020,375 in the October 2021 data and $561,359,388 in the October 2026 data, up 68%. Total employees: 7 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Acorn Wealth Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (809).
Which custodians does Acorn Wealth Advisors, LLC use?
Acorn Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Acorn Wealth Advisors, 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/170462
What changed in Acorn Wealth Advisors, LLC's recent Form ADV filings?
In the July 2026 filing data: Registered or notice-filed in OH.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 3, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$561,359,388 as of October 2026, filing dated June 11, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2014 (12 years)
- Employees
- Total: 5. Performing investment advisory functions: 5.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the July 2026 filing
- States registered or notice-filed
-
10 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $561,359,388 | 5 | June 11, 2026 |
| October 2025 | $429,923,737 | 5 | July 11, 2025 |
| October 2024 | $377,220,287 | 5 | August 29, 2024 |
| October 2023 | $325,743,249 | 5 | March 15, 2023 |
| October 2022 | $333,332,783 | 5 | June 16, 2022 |
| October 2021 | $335,020,375 | 7 | August 11, 2021 |
Regulatory assets under management: $335,020,375 in the October 2021 data and $561,359,388 in the October 2026 data, up 68%.
Total employees: 7 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- July 2026
- Registered or notice-filed in OH.
- April 2026
- Regulatory assets under management went from $429,923,737 to $561,359,388 (+31%).
- February 2026
- Added an office in Flint, MI.
- Registered or notice-filed in TN.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Acorn Wealth Advisors, LLC (CRD 170462): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/acorn-wealth-advisors-llc-grand-blanc-mi-170462