# Acts Financial Advisors

> Acts Financial Advisors is an SEC-registered investment advisory firm in McLean, VA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 325930
- Filed as: ACTS FINANCIAL ADVISORS
- Legal name: Acts Financial Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: McLean, VA
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325930
- AdvisorCensus page: https://advisorcensus.com/firm/acts-financial-advisors-mclean-va-325930

## Quick answers

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

**How much does Acts Financial Advisors charge?**
Its Form ADV Part 2A brochure dated March 5, 2026 states: Hourly rate: $450 an hour (One-Time Financial Planning engagements). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Acts Financial Advisors located?**
Acts Financial Advisors' principal office is in McLean, VA, according to its Form ADV.

**Is Acts Financial Advisors registered with the SEC or a state?**
Acts Financial Advisors is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325930.

**How much does Acts Financial Advisors manage?**
Acts Financial Advisors reports $126,541,551 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (72% discretionary).

**How have Acts Financial Advisors' assets and staff changed since 2024?**
In the Form ADV data for Acts Financial Advisors: Regulatory assets under management: $108,187,247 in the October 2024 data and $126,541,551 in the October 2026 data, up 17%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Acts Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (18); individuals (other than high net worth individuals) (5).

**Which custodians does Acts Financial Advisors use?**
Acts Financial Advisors' 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 Acts Financial Advisors 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/325930

**What changed in Acts Financial Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $114,842,834 to $126,541,551 (+10%).

## 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 March 5, 2026)

- Hourly rate: $450 an hour (One-Time Financial Planning engagements)

> One-Time Financial Planning engagements can be offered at an hourly rate of $450 per hour.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $126,541,551
- Discretionary: $91,406,361
- Non-discretionary: $35,135,190

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $761,393 |
| High net worth individuals | 18 | $125,780,158 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- actsfinancialadvisors.com
- LinkedIn @acts-financial-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $108,187,247 | 2 | April 7, 2024 |
| October 2025 | $114,842,834 | 2 | July 30, 2025 |
| October 2026 | $126,541,551 | 2 | March 5, 2026 |

Regulatory assets under management: $108,187,247 in the October 2024 data and $126,541,551 in the October 2026 data, up 17%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $114,842,834 to $126,541,551 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Acts Financial Advisors (CRD 325930): Form ADV filing data as of October 2026.