# David Ackerman

> David Ackerman is a fee-only financial advisor at Ackerman Capital Management in Dallas, Texas, who holds the CFP and CFA credentials. Ackerman Capital Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-ackerman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Ackerman Capital Management
- **Based in:** Dallas, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $604.0M across 528 accounts
- **Credentials:** CFP, CFA
- **CRD:** 2430164 (https://adviserinfo.sec.gov/individual/summary/2430164)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2001)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.ackermancapital.com

## Frequently asked questions

### Is David Ackerman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Ackerman Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Ackerman Capital Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is David Ackerman based?

David Ackerman is based in Dallas, Texas.

### What credentials does David Ackerman hold?

David Ackerman holds the CFP and CFA credentials.

### Is David Ackerman registered with the SEC?

Yes. David Ackerman is registered as an investment adviser representative in TX (CRD 2430164), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ackerman Capital Management manage?

Ackerman Capital Management reports $604.0M across 528 accounts in assets under management.

### How do I contact David Ackerman?

Through David's website, www.ackermancapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2430164): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://ackermancapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.