John Hea
Ackerman Capital Management · Dallas, Texas
John Hea is a fee-only financial advisor at Ackerman Capital Management in Dallas, Texas, who holds the CFA credential. Ackerman Capital Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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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 |
| Assets under management | $604.0M across 528 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 2916249 |
| Exams passed | Series 63 (1997) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.ackermancapital.com |
| Profile |
How John's firm compares
- Ackerman Capital Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 528 accounts).
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Questions about John
Is John Hea a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?
John's firm, Ackerman Capital Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is John Hea based?
John Hea is based in Dallas, Texas.
What credentials does John Hea hold?
John Hea holds the CFA credential.
Is John Hea registered with the SEC?
Yes. John Hea is registered as an investment adviser representative in TX (CRD 2916249), 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 John Hea?
Through John's website, www.ackermancapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Where this information comes from
- SEC adviser records : 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
- Ackerman Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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