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ACT ADVISORS
ACT ADVISORS, LLC
CRD 173120 · SEC 801-80418
521 COLLEGE STREET, ASHEVILLE, NC, 28801, United States
Phone
(828) 398-2802
Fax
(828) 398-2801
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$498.9M
Discretionary AUM
$498.9M
Team
10 total employees; 4 advisory reps; 25 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees; SUBSCRIPTION FEES FOR FINANCIAL PLANNING & CONSULTING SERVICES
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 292 | $145.6M |
| High net worth individuals | 128 | $336.0M |
| Pension/profit sharing plans | 1 | $597K |
| Charitable organizations | 2 | $994K |
| Corporations/business entities | 5 | $15.7M |
States served
AL, CA, GA, NY, NC, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD