LP Profile

ACT Advisors

Wealth ManagerAsheville, United StatesFounded 2006
$400M
Assets Under Management
Asheville
Headquarters
Investment Focus

About ACT Advisors

At ACT Advisors, we provide independent, objective, and ongoing professional investment advice. Our financial advisors can help you identify your goals, define the short- and long-term objectives to work towards them, and build a personalized investment plan tailored to your unique needs. Our investment methodology is focused on helping you get the most out of your investments by building low total cost investment portfolios.

Preferred Investment Types

Investment FundsJoint Venture/PartnerShort-Term InvestmentsVenture Capital

Preferred Geographies

United StatesCanada
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to ACT Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$498.9M
Total Clients
1,089
Filing Date
March 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to ACT Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is ACT Advisors?

ACT Advisors is a wealth manager based in Asheville, United States, managing approximately $400M in assets.

Where is ACT Advisors headquartered?

ACT Advisors is headquartered in Asheville, United States.

How much does ACT Advisors manage?

ACT Advisors manages approximately $400M in assets under management.

When was ACT Advisors founded?

ACT Advisors was founded in 2006.

What does ACT Advisors invest in?

ACT Advisors focuses on Investment Funds, Joint Venture/Partner, Short-Term Investments, Venture Capital.

How can I contact ACT Advisors?

Verified contact details, key decision-makers, and investment preferences for ACT Advisors are available on LPbacked. Create a free account to access them.