Act Advisors
Act Advisors is an SEC-registered wealth manager in Asheville, NC with $498.9M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Act Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173120, SEC 801-80418, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $498.9M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Asheville, NC
- Employees
- 10
- Clients
- 428
- CRD
- 173120
- Ownership
- ENGLISH, DOUGLAS, BARRY; JOHNSON, ROGER, WESLEY; ENGLISH, JENNIFER, REALE
How much AUM does Act Advisors have?
Act Advisors reported $498.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Act Advisors?
Disclosed owners and executives of Act Advisors include ENGLISH, DOUGLAS, BARRY, JOHNSON, ROGER, WESLEY, ENGLISH, JENNIFER, REALE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.