ACORN WEALTH ADVISORS, LLC

HTTP://WWW.ACORNWEALTHADVISORS.COM GRAND BLANC, MI Investment Advisor How do I update this listing?

Acorn Wealth Advisors is based out of Grand Blanc. Acorn Wealth Advisors is a large advisory firm with 907 clients and discretionary assets under management (AUM) of $263,877,359 (Form ADV from 2019-09-18). Their last reported 13F filing for Q3 2019 included $116,358,000 in managed 13F securities and a top 10 holdings concentration of 47.74%. Acorn Wealth Advisors's largest holding is iShares Edge MSCI Min Vol USA ETF with shares held of 217,177. Whalewisdom has at least 8 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $116.358 Million
  • Prior Market Value $109.285 Million
  • New Purchases7 stocks
  • Additional Purchases58 stocks
  • Sold out of8 stocks
  • Reduced holdings in45 stocks
  • Top 10 Holdings % 47.74 %
  • Turnover % [1]:12.40%
  • Turnover Alt % [2]: 6.04 %
  • Time Held Top20:5.20 quarters
  • Time Held Top10:4.70 quarters
  • Time Held All:6.08 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -0.03%
Performance Last 4 Quarters: 0.36%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted
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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

ACORN WEALTH ADVISORS, LLC
8305 S. SAGINAW STREET SUITE 2
GRAND BLANC MI    48439
Country: United States

Business Phone: 810-953-4444
Fax: 810-953-4400
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MI
Number of employees: 6
Other Business Activities: registered representative of a broker-dealer,real estate broker, dealer, or agent ,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 272,222,000
Total Number of Clients: 907
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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ACORN WEALTH ADVISORS, LLC

ownership team - last updated 2019-09-18
Name Title Start Date Direct/Indirect % Ownership
SADZEWICZ, GERY, JOSEPH CCO 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
AHM ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2011-05-01
EADVISOR CHIEF COMPLIANCE OFFICER direct 2002-08-01
FINANCIAL SOLUTIONS, LLC CHIEF COMPLIANCE OFFICER direct 2016-01-01
HERITAGE CAPITAL MANAGEMENT INC CCO direct 2011-11-01
MIDWEST PROFESSIONAL PLANNERS, LTD. CHIEF COMPLIANCE OFFICER direct 2014-01-01
CENTERPOINT WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2011-11-01
PINKERTON RETIREMENT SPECIALISTS, LLC CHIEF COMPLIANCE OFFICER direct 2014-01-01
POEHLING CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2011-10-01
WATERLOO CAPITAL, L.P. CHIEF COMPLIANCE OFFICER direct 2012-01-01
BREWER INVESTMENT ADVISORS, LLC DIRECTOR OF COMPLIANCE AND CHIEF COMPLIANCE OFFICER direct 2009-06-01
SOUTHERN WEALTH MANAGEMENT LLP CHIEF COMPLIANCE OFFICER direct 2010-01-01
INTEROCEAN WEALTH MANAGEMENT LLC MANAGING MEMBER indirect 2006-04-01
INTEROCEAN WEALTH MANAGEMENT LLC CEO & CFO direct 2006-04-01
INTEROCEAN WEALTH MANAGEMENT LLC CEO/CFO, CHIEF COMPLIANCE OFFICER direct 2006-04-01
INTEROCEAN WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER direct 2006-04-01
ABRIDGE PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2013-09-01
RUEDI HOLDER & ASSOCIATES, INC. CHIEF COMPLIANCE OFFICER direct 2009-10-01
MGP WEALTH MANAGEMENT, LLC CCO direct 2012-04-01
DLS CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2009-10-01
TWOMBLY ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2009-09-01
CORNERSTONE FINANCIAL PLANNING, INC. CHIEF COMPLIANCE OFFICER direct 2009-10-01
CHOU AMERICA MANAGEMENT INC. CHIEF COMPLIANCE OFFICER direct 2009-10-01
CLA USA ADVISORY GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2009-11-01
HARBOR WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2010-04-01
RIVER STREET ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2010-04-01
FINANCIAL FIDUCIARIES, LLC CHIEF COMPLIANCE OFFICER direct 2010-04-01
PROVIDENCE WEALTH ADVISORS, LLC MANAGER/CHIEF COMPLIANCE OFFICER direct 2010-04-01
PROVIDENCE WEALTH ADVISORS, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2010-04-01
JLTD ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2011-05-01
LFS ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2010-06-01
FUSION CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2010-09-01
PACTOLUS PRIVATE WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2010-09-01
CLA FINANCIAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2011-03-01
VITAL WEALTH MANAGEMENT, LLC CCO direct 2013-06-01
PIERSHALE FINANCIAL GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2011-03-01
CLEAR PERSPECTIVE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2011-04-01
CLEAR PERSPECTIVE ADVISORS, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2011-04-01
GSC CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2011-04-01
MERIDIAN FINANCIAL GROUP, LTD. CHIEF COMPLIANCE OFFICER direct 2013-03-01
RECON CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2013-10-01
SENTINUS ASSET MANAGEMENT, LLC CCO direct 2012-02-01
HINDSIGHT ASSET MANAGEMENT, LLC SOLE MEMBER & CCO direct 2012-02-01
HINDSIGHT ASSET MANAGEMENT, LLC SOLE MANAGING MEMBER & CCO direct 2012-02-01
SENTINUS, LLC CCO direct 2012-03-01
REYNOLDS WEALTH, LLC SOLE MEMBER & CCO direct 2012-03-01
MAIN STREET FINANCIAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2012-12-01
VIRTUS REAL ESTATE LLC CCO direct 2012-08-01
WEALTHSTAR ADVISORS, LLC CCO direct 2014-01-01
ETHIKA INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2016-04-01
RECON CAPITAL ADVISORS LLC CCO direct 2013-10-01
GPB CAPITAL HOLDINGS, LLC CCO direct 2014-04-01
ACORN WEALTH ADVISORS, LLC SOLE MEMBER AND CCO direct 2014-01-01
ACORN WEALTH ADVISORS, LLC CCO direct 2014-01-01
WAM, LLC SOLE MEMBER / CHIEF COMPLIANCE OFFICER direct 2014-04-01
ISTHMUS PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2014-04-01
RUEDI WEALTH MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2014-09-01
FAIRHAVEN WEALTH MANAGEMENT, LLC CCO direct 2014-10-01
FAIRHAVEN WEALTH MANAGEMENT, LLC SOLE MEMBER AND CCO direct 2014-10-01
LLOYD PARK, LLC CHIEF COMPLIANCE OFFICER direct 2014-11-01
ORCHARD CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2015-06-01
SWS PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2015-10-01
BOWER HILL CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2015-10-01
MMSK, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2015-10-01
STEVARD LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2016-08-01
STEVARD LLC CHIEF COMPLIANCE OFFICER direct 2016-11-01
BLISS & ASSOCIATES, LLC SOLE MEMBER 05/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
ACORN WEALTH ADVISORS, LLC SOLE MEMBER direct 2014-05-01
BLISS, STEVEN, CHARLES CEO & MANAGING PARTNER 05/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACORN WEALTH ADVISORS, LLC MEMBER indirect 2007-07-01
ACORN WEALTH ADVISORS, LLC CEO & MANAGING PARTNER direct 2014-05-01
TARANTINO, TODD, PAUL MANAGING PARTNER 05/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACORN WEALTH ADVISORS, LLC MANAGING PARTNER indirect 2007-07-01
ACORN WEALTH ADVISORS, LLC MANAGING PARTNER direct 2014-05-01
BLISS, STEVEN, CHARLES MEMBER BLISS & ASSOCIATES, LLC 07/01/2007 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
ACORN WEALTH ADVISORS, LLC MEMBER indirect 2007-07-01
ACORN WEALTH ADVISORS, LLC CEO & MANAGING PARTNER direct 2014-05-01
TARANTINO, TODD, PAUL MANAGING PARTNER BLISS & ASSOCIATES, LLC 07/01/2007 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
ACORN WEALTH ADVISORS, LLC MANAGING PARTNER indirect 2007-07-01
ACORN WEALTH ADVISORS, LLC MANAGING PARTNER direct 2014-05-01

ACORN WEALTH ADVISORS, LLC

ownership team - last updated 2019-04-26
Name Title Start Date Direct/Indirect % Ownership
SADZEWICZ, GERY, JOSEPH CCO 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
AHM ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2011-05-01
EADVISOR CHIEF COMPLIANCE OFFICER direct 2002-08-01
FINANCIAL SOLUTIONS, LLC CHIEF COMPLIANCE OFFICER direct 2016-01-01
HERITAGE CAPITAL MANAGEMENT INC CCO direct 2011-11-01
MIDWEST PROFESSIONAL PLANNERS, LTD. CHIEF COMPLIANCE OFFICER direct 2014-01-01
CENTERPOINT WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2011-11-01
PINKERTON RETIREMENT SPECIALISTS, LLC CHIEF COMPLIANCE OFFICER direct 2014-01-01
POEHLING CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2011-10-01
WATERLOO CAPITAL, L.P. CHIEF COMPLIANCE OFFICER direct 2012-01-01
BREWER INVESTMENT ADVISORS, LLC DIRECTOR OF COMPLIANCE AND CHIEF COMPLIANCE OFFICER direct 2009-06-01
SOUTHERN WEALTH MANAGEMENT LLP CHIEF COMPLIANCE OFFICER direct 2010-01-01
INTEROCEAN WEALTH MANAGEMENT LLC MANAGING MEMBER indirect 2006-04-01
INTEROCEAN WEALTH MANAGEMENT LLC CEO & CFO direct 2006-04-01
INTEROCEAN WEALTH MANAGEMENT LLC CEO/CFO, CHIEF COMPLIANCE OFFICER direct 2006-04-01
INTEROCEAN WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER direct 2006-04-01
ABRIDGE PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2013-09-01
RUEDI HOLDER & ASSOCIATES, INC. CHIEF COMPLIANCE OFFICER direct 2009-10-01
MGP WEALTH MANAGEMENT, LLC CCO direct 2012-04-01
DLS CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2009-10-01
TWOMBLY ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2009-09-01
CORNERSTONE FINANCIAL PLANNING, INC. CHIEF COMPLIANCE OFFICER direct 2009-10-01
CHOU AMERICA MANAGEMENT INC. CHIEF COMPLIANCE OFFICER direct 2009-10-01
CLA USA ADVISORY GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2009-11-01
HARBOR WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2010-04-01
RIVER STREET ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2010-04-01
FINANCIAL FIDUCIARIES, LLC CHIEF COMPLIANCE OFFICER direct 2010-04-01
PROVIDENCE WEALTH ADVISORS, LLC MANAGER/CHIEF COMPLIANCE OFFICER direct 2010-04-01
PROVIDENCE WEALTH ADVISORS, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2010-04-01
JLTD ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2011-05-01
LFS ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2010-06-01
FUSION CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2010-09-01
PACTOLUS PRIVATE WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2010-09-01
CLA FINANCIAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2011-03-01
VITAL WEALTH MANAGEMENT, LLC CCO direct 2013-06-01
PIERSHALE FINANCIAL GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2011-03-01
CLEAR PERSPECTIVE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2011-04-01
CLEAR PERSPECTIVE ADVISORS, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2011-04-01
GSC CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2011-04-01
MERIDIAN FINANCIAL GROUP, LTD. CHIEF COMPLIANCE OFFICER direct 2013-03-01
RECON CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2013-10-01
SENTINUS ASSET MANAGEMENT, LLC CCO direct 2012-02-01
HINDSIGHT ASSET MANAGEMENT, LLC SOLE MEMBER & CCO direct 2012-02-01
HINDSIGHT ASSET MANAGEMENT, LLC SOLE MANAGING MEMBER & CCO direct 2012-02-01
SENTINUS, LLC CCO direct 2012-03-01
REYNOLDS WEALTH, LLC SOLE MEMBER & CCO direct 2012-03-01
MAIN STREET FINANCIAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2012-12-01
VIRTUS REAL ESTATE LLC CCO direct 2012-08-01
WEALTHSTAR ADVISORS, LLC CCO direct 2014-01-01
ETHIKA INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2016-04-01
RECON CAPITAL ADVISORS LLC CCO direct 2013-10-01
GPB CAPITAL HOLDINGS, LLC CCO direct 2014-04-01
ACORN WEALTH ADVISORS, LLC SOLE MEMBER AND CCO direct 2014-01-01
ACORN WEALTH ADVISORS, LLC CCO direct 2014-01-01
WAM, LLC SOLE MEMBER / CHIEF COMPLIANCE OFFICER direct 2014-04-01
ISTHMUS PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2014-04-01
RUEDI WEALTH MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2014-09-01
FAIRHAVEN WEALTH MANAGEMENT, LLC CCO direct 2014-10-01
FAIRHAVEN WEALTH MANAGEMENT, LLC SOLE MEMBER AND CCO direct 2014-10-01
LLOYD PARK, LLC CHIEF COMPLIANCE OFFICER direct 2014-11-01
ORCHARD CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2015-06-01
SWS PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2015-10-01
BOWER HILL CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2015-10-01
MMSK, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2015-10-01
STEVARD LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2016-08-01
STEVARD LLC CHIEF COMPLIANCE OFFICER direct 2016-11-01
BLISS & ASSOCIATES, LLC SOLE MEMBER 05/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
ACORN WEALTH ADVISORS, LLC SOLE MEMBER direct 2014-05-01
BLISS, STEVEN, CHARLES CEO & MANAGING PARTNER 05/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACORN WEALTH ADVISORS, LLC MEMBER indirect 2007-07-01
ACORN WEALTH ADVISORS, LLC CEO & MANAGING PARTNER direct 2014-05-01
TARANTINO, TODD, PAUL MANAGING PARTNER 05/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACORN WEALTH ADVISORS, LLC MANAGING PARTNER indirect 2007-07-01
ACORN WEALTH ADVISORS, LLC MANAGING PARTNER direct 2014-05-01
BLISS, STEVEN, CHARLES MEMBER BLISS & ASSOCIATES, LLC 07/01/2007 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
ACORN WEALTH ADVISORS, LLC MEMBER indirect 2007-07-01
ACORN WEALTH ADVISORS, LLC CEO & MANAGING PARTNER direct 2014-05-01
TARANTINO, TODD, PAUL MANAGING PARTNER BLISS & ASSOCIATES, LLC 07/01/2007 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
ACORN WEALTH ADVISORS, LLC MANAGING PARTNER indirect 2007-07-01
ACORN WEALTH ADVISORS, LLC MANAGING PARTNER direct 2014-05-01

ACORN WEALTH ADVISORS, LLC

ownership team - last updated 2019-03-19
Name Title Start Date Direct/Indirect % Ownership
SADZEWICZ, GERY, JOSEPH CCO 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
AHM ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2011-05-01
EADVISOR CHIEF COMPLIANCE OFFICER direct 2002-08-01
FINANCIAL SOLUTIONS, LLC CHIEF COMPLIANCE OFFICER direct 2016-01-01
HERITAGE CAPITAL MANAGEMENT INC CCO direct 2011-11-01
MIDWEST PROFESSIONAL PLANNERS, LTD. CHIEF COMPLIANCE OFFICER direct 2014-01-01
CENTERPOINT WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2011-11-01
PINKERTON RETIREMENT SPECIALISTS, LLC CHIEF COMPLIANCE OFFICER direct 2014-01-01
POEHLING CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2011-10-01
WATERLOO CAPITAL, L.P. CHIEF COMPLIANCE OFFICER direct 2012-01-01
BREWER INVESTMENT ADVISORS, LLC DIRECTOR OF COMPLIANCE AND CHIEF COMPLIANCE OFFICER direct 2009-06-01
SOUTHERN WEALTH MANAGEMENT LLP CHIEF COMPLIANCE OFFICER direct 2010-01-01
INTEROCEAN WEALTH MANAGEMENT LLC MANAGING MEMBER indirect 2006-04-01
INTEROCEAN WEALTH MANAGEMENT LLC CEO & CFO direct 2006-04-01
INTEROCEAN WEALTH MANAGEMENT LLC CEO/CFO, CHIEF COMPLIANCE OFFICER direct 2006-04-01
INTEROCEAN WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER direct 2006-04-01
ABRIDGE PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2013-09-01
RUEDI HOLDER & ASSOCIATES, INC. CHIEF COMPLIANCE OFFICER direct 2009-10-01
MGP WEALTH MANAGEMENT, LLC CCO direct 2012-04-01
DLS CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2009-10-01
TWOMBLY ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2009-09-01
CORNERSTONE FINANCIAL PLANNING, INC. CHIEF COMPLIANCE OFFICER direct 2009-10-01
CHOU AMERICA MANAGEMENT INC. CHIEF COMPLIANCE OFFICER direct 2009-10-01
CLA USA ADVISORY GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2009-11-01
HARBOR WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2010-04-01
RIVER STREET ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2010-04-01
FINANCIAL FIDUCIARIES, LLC CHIEF COMPLIANCE OFFICER direct 2010-04-01
PROVIDENCE WEALTH ADVISORS, LLC MANAGER/CHIEF COMPLIANCE OFFICER direct 2010-04-01
PROVIDENCE WEALTH ADVISORS, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2010-04-01
JLTD ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2011-05-01
LFS ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2010-06-01
FUSION CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2010-09-01
PACTOLUS PRIVATE WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2010-09-01
CLA FINANCIAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2011-03-01
VITAL WEALTH MANAGEMENT, LLC CCO direct 2013-06-01
PIERSHALE FINANCIAL GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2011-03-01
CLEAR PERSPECTIVE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2011-04-01
CLEAR PERSPECTIVE ADVISORS, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2011-04-01
GSC CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2011-04-01
MERIDIAN FINANCIAL GROUP, LTD. CHIEF COMPLIANCE OFFICER direct 2013-03-01
RECON CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2013-10-01
SENTINUS ASSET MANAGEMENT, LLC CCO direct 2012-02-01
HINDSIGHT ASSET MANAGEMENT, LLC SOLE MEMBER & CCO direct 2012-02-01
HINDSIGHT ASSET MANAGEMENT, LLC SOLE MANAGING MEMBER & CCO direct 2012-02-01
SENTINUS, LLC CCO direct 2012-03-01
REYNOLDS WEALTH, LLC SOLE MEMBER & CCO direct 2012-03-01
MAIN STREET FINANCIAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2012-12-01
VIRTUS REAL ESTATE LLC CCO direct 2012-08-01
WEALTHSTAR ADVISORS, LLC CCO direct 2014-01-01
ETHIKA INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2016-04-01
RECON CAPITAL ADVISORS LLC CCO direct 2013-10-01
GPB CAPITAL HOLDINGS, LLC CCO direct 2014-04-01
ACORN WEALTH ADVISORS, LLC SOLE MEMBER AND CCO direct 2014-01-01
ACORN WEALTH ADVISORS, LLC CCO direct 2014-01-01
WAM, LLC SOLE MEMBER / CHIEF COMPLIANCE OFFICER direct 2014-04-01
ISTHMUS PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2014-04-01
RUEDI WEALTH MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2014-09-01
FAIRHAVEN WEALTH MANAGEMENT, LLC CCO direct 2014-10-01
FAIRHAVEN WEALTH MANAGEMENT, LLC SOLE MEMBER AND CCO direct 2014-10-01
LLOYD PARK, LLC CHIEF COMPLIANCE OFFICER direct 2014-11-01
ORCHARD CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2015-06-01
SWS PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2015-10-01
BOWER HILL CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2015-10-01
MMSK, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2015-10-01
STEVARD LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2016-08-01
STEVARD LLC CHIEF COMPLIANCE OFFICER direct 2016-11-01
BLISS & ASSOCIATES, LLC SOLE MEMBER 05/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
ACORN WEALTH ADVISORS, LLC SOLE MEMBER direct 2014-05-01
BLISS, STEVEN, CHARLES CEO & MANAGING PARTNER 05/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACORN WEALTH ADVISORS, LLC MEMBER indirect 2007-07-01
ACORN WEALTH ADVISORS, LLC CEO & MANAGING PARTNER direct 2014-05-01
TARANTINO, TODD, PAUL MANAGING PARTNER 05/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACORN WEALTH ADVISORS, LLC MANAGING PARTNER indirect 2007-07-01
ACORN WEALTH ADVISORS, LLC MANAGING PARTNER direct 2014-05-01
BLISS, STEVEN, CHARLES MEMBER BLISS & ASSOCIATES, LLC 07/01/2007 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
ACORN WEALTH ADVISORS, LLC MEMBER indirect 2007-07-01
ACORN WEALTH ADVISORS, LLC CEO & MANAGING PARTNER direct 2014-05-01
TARANTINO, TODD, PAUL MANAGING PARTNER BLISS & ASSOCIATES, LLC 07/01/2007 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
ACORN WEALTH ADVISORS, LLC MANAGING PARTNER indirect 2007-07-01
ACORN WEALTH ADVISORS, LLC MANAGING PARTNER direct 2014-05-01

ACORN WEALTH ADVISORS, LLC

ownership team - last updated 2018-10-25
Name Title Start Date Direct/Indirect % Ownership
SADZEWICZ, GERY, JOSEPH CCO 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
AHM ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2011-05-01
EADVISOR CHIEF COMPLIANCE OFFICER direct 2002-08-01
FINANCIAL SOLUTIONS, LLC CHIEF COMPLIANCE OFFICER direct 2016-01-01
HERITAGE CAPITAL MANAGEMENT INC CCO direct 2011-11-01
MIDWEST PROFESSIONAL PLANNERS, LTD. CHIEF COMPLIANCE OFFICER direct 2014-01-01
CENTERPOINT WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2011-11-01
PINKERTON RETIREMENT SPECIALISTS, LLC CHIEF COMPLIANCE OFFICER direct 2014-01-01
POEHLING CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2011-10-01
WATERLOO CAPITAL, L.P. CHIEF COMPLIANCE OFFICER direct 2012-01-01
BREWER INVESTMENT ADVISORS, LLC DIRECTOR OF COMPLIANCE AND CHIEF COMPLIANCE OFFICER direct 2009-06-01
SOUTHERN WEALTH MANAGEMENT LLP CHIEF COMPLIANCE OFFICER direct 2010-01-01
INTEROCEAN WEALTH MANAGEMENT LLC MANAGING MEMBER indirect 2006-04-01
INTEROCEAN WEALTH MANAGEMENT LLC CEO & CFO direct 2006-04-01
INTEROCEAN WEALTH MANAGEMENT LLC CEO/CFO, CHIEF COMPLIANCE OFFICER direct 2006-04-01
INTEROCEAN WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER direct 2006-04-01
ABRIDGE PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2013-09-01
RUEDI HOLDER & ASSOCIATES, INC. CHIEF COMPLIANCE OFFICER direct 2009-10-01
MGP WEALTH MANAGEMENT, LLC CCO direct 2012-04-01
DLS CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2009-10-01
TWOMBLY ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2009-09-01
CORNERSTONE FINANCIAL PLANNING, INC. CHIEF COMPLIANCE OFFICER direct 2009-10-01
CHOU AMERICA MANAGEMENT INC. CHIEF COMPLIANCE OFFICER direct 2009-10-01
CLA USA ADVISORY GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2009-11-01
HARBOR WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2010-04-01
RIVER STREET ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2010-04-01
FINANCIAL FIDUCIARIES, LLC CHIEF COMPLIANCE OFFICER direct 2010-04-01
PROVIDENCE WEALTH ADVISORS, LLC MANAGER/CHIEF COMPLIANCE OFFICER direct 2010-04-01
PROVIDENCE WEALTH ADVISORS, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2010-04-01
JLTD ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2011-05-01
LFS ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2010-06-01
FUSION CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2010-09-01
PACTOLUS PRIVATE WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2010-09-01
CLA FINANCIAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2011-03-01
VITAL WEALTH MANAGEMENT, LLC CCO direct 2013-06-01
PIERSHALE FINANCIAL GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2011-03-01
CLEAR PERSPECTIVE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2011-04-01
CLEAR PERSPECTIVE ADVISORS, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2011-04-01
GSC CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2011-04-01
MERIDIAN FINANCIAL GROUP, LTD. CHIEF COMPLIANCE OFFICER direct 2013-03-01
RECON CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2013-10-01
SENTINUS ASSET MANAGEMENT, LLC CCO direct 2012-02-01
HINDSIGHT ASSET MANAGEMENT, LLC SOLE MEMBER & CCO direct 2012-02-01
HINDSIGHT ASSET MANAGEMENT, LLC SOLE MANAGING MEMBER & CCO direct 2012-02-01
SENTINUS, LLC CCO direct 2012-03-01
REYNOLDS WEALTH, LLC SOLE MEMBER & CCO direct 2012-03-01
MAIN STREET FINANCIAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2012-12-01
VIRTUS REAL ESTATE LLC CCO direct 2012-08-01
WEALTHSTAR ADVISORS, LLC CCO direct 2014-01-01
ETHIKA INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2016-04-01
RECON CAPITAL ADVISORS LLC CCO direct 2013-10-01
GPB CAPITAL HOLDINGS, LLC CCO direct 2014-04-01
ACORN WEALTH ADVISORS, LLC SOLE MEMBER AND CCO direct 2014-01-01
ACORN WEALTH ADVISORS, LLC CCO direct 2014-01-01
WAM, LLC SOLE MEMBER / CHIEF COMPLIANCE OFFICER direct 2014-04-01
ISTHMUS PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2014-04-01
RUEDI WEALTH MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2014-09-01
FAIRHAVEN WEALTH MANAGEMENT, LLC CCO direct 2014-10-01
FAIRHAVEN WEALTH MANAGEMENT, LLC SOLE MEMBER AND CCO direct 2014-10-01
LLOYD PARK, LLC CHIEF COMPLIANCE OFFICER direct 2014-11-01
ORCHARD CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2015-06-01
SWS PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2015-10-01
BOWER HILL CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2015-10-01
MMSK, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2015-10-01
STEVARD LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2016-08-01
STEVARD LLC CHIEF COMPLIANCE OFFICER direct 2016-11-01
BLISS & ASSOCIATES, LLC SOLE MEMBER 05/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
ACORN WEALTH ADVISORS, LLC SOLE MEMBER direct 2014-05-01
BLISS, STEVEN, CHARLES CEO & MANAGING PARTNER 05/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACORN WEALTH ADVISORS, LLC MEMBER indirect 2007-07-01
ACORN WEALTH ADVISORS, LLC CEO & MANAGING PARTNER direct 2014-05-01
TARANTINO, TODD, PAUL MANAGING PARTNER 05/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACORN WEALTH ADVISORS, LLC MANAGING PARTNER indirect 2007-07-01
ACORN WEALTH ADVISORS, LLC MANAGING PARTNER direct 2014-05-01
BLISS, STEVEN, CHARLES MEMBER BLISS & ASSOCIATES, LLC 07/01/2007 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
ACORN WEALTH ADVISORS, LLC MEMBER indirect 2007-07-01
ACORN WEALTH ADVISORS, LLC CEO & MANAGING PARTNER direct 2014-05-01
TARANTINO, TODD, PAUL MANAGING PARTNER BLISS & ASSOCIATES, LLC 07/01/2007 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
ACORN WEALTH ADVISORS, LLC MANAGING PARTNER indirect 2007-07-01
ACORN WEALTH ADVISORS, LLC MANAGING PARTNER direct 2014-05-01

ACORN WEALTH ADVISORS, LLC

ownership team - last updated 2017-03-28
Name Title Start Date Direct/Indirect % Ownership
SADZEWICZ, GERY, JOSEPH CCO 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
AHM ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2011-05-01
EADVISOR CHIEF COMPLIANCE OFFICER direct 2002-08-01
FINANCIAL SOLUTIONS, LLC CHIEF COMPLIANCE OFFICER direct 2016-01-01
HERITAGE CAPITAL MANAGEMENT INC CCO direct 2011-11-01
MIDWEST PROFESSIONAL PLANNERS, LTD. CHIEF COMPLIANCE OFFICER direct 2014-01-01
CENTERPOINT WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2011-11-01
PINKERTON RETIREMENT SPECIALISTS, LLC CHIEF COMPLIANCE OFFICER direct 2014-01-01
POEHLING CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2011-10-01
WATERLOO CAPITAL, L.P. CHIEF COMPLIANCE OFFICER direct 2012-01-01
BREWER INVESTMENT ADVISORS, LLC DIRECTOR OF COMPLIANCE AND CHIEF COMPLIANCE OFFICER direct 2009-06-01
SOUTHERN WEALTH MANAGEMENT LLP CHIEF COMPLIANCE OFFICER direct 2010-01-01
INTEROCEAN WEALTH MANAGEMENT LLC MANAGING MEMBER indirect 2006-04-01
INTEROCEAN WEALTH MANAGEMENT LLC CEO & CFO direct 2006-04-01
INTEROCEAN WEALTH MANAGEMENT LLC CEO/CFO, CHIEF COMPLIANCE OFFICER direct 2006-04-01
INTEROCEAN WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER direct 2006-04-01
ABRIDGE PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2013-09-01
RUEDI HOLDER & ASSOCIATES, INC. CHIEF COMPLIANCE OFFICER direct 2009-10-01
MGP WEALTH MANAGEMENT, LLC CCO direct 2012-04-01
DLS CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2009-10-01
TWOMBLY ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2009-09-01
CORNERSTONE FINANCIAL PLANNING, INC. CHIEF COMPLIANCE OFFICER direct 2009-10-01
CHOU AMERICA MANAGEMENT INC. CHIEF COMPLIANCE OFFICER direct 2009-10-01
CLA USA ADVISORY GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2009-11-01
HARBOR WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2010-04-01
RIVER STREET ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2010-04-01
FINANCIAL FIDUCIARIES, LLC CHIEF COMPLIANCE OFFICER direct 2010-04-01
PROVIDENCE WEALTH ADVISORS, LLC MANAGER/CHIEF COMPLIANCE OFFICER direct 2010-04-01
PROVIDENCE WEALTH ADVISORS, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2010-04-01
JLTD ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2011-05-01
LFS ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2010-06-01
FUSION CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2010-09-01
PACTOLUS PRIVATE WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2010-09-01
CLA FINANCIAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2011-03-01
VITAL WEALTH MANAGEMENT, LLC CCO direct 2013-06-01
PIERSHALE FINANCIAL GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2011-03-01
CLEAR PERSPECTIVE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2011-04-01
CLEAR PERSPECTIVE ADVISORS, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2011-04-01
GSC CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2011-04-01
MERIDIAN FINANCIAL GROUP, LTD. CHIEF COMPLIANCE OFFICER direct 2013-03-01
RECON CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2013-10-01
SENTINUS ASSET MANAGEMENT, LLC CCO direct 2012-02-01
HINDSIGHT ASSET MANAGEMENT, LLC SOLE MEMBER & CCO direct 2012-02-01
HINDSIGHT ASSET MANAGEMENT, LLC SOLE MANAGING MEMBER & CCO direct 2012-02-01
SENTINUS, LLC CCO direct 2012-03-01
REYNOLDS WEALTH, LLC SOLE MEMBER & CCO direct 2012-03-01
MAIN STREET FINANCIAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2012-12-01
VIRTUS REAL ESTATE LLC CCO direct 2012-08-01
WEALTHSTAR ADVISORS, LLC CCO direct 2014-01-01
ETHIKA INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2016-04-01
RECON CAPITAL ADVISORS LLC CCO direct 2013-10-01
GPB CAPITAL HOLDINGS, LLC CCO direct 2014-04-01
ACORN WEALTH ADVISORS, LLC SOLE MEMBER AND CCO direct 2014-01-01
ACORN WEALTH ADVISORS, LLC CCO direct 2014-01-01
WAM, LLC SOLE MEMBER / CHIEF COMPLIANCE OFFICER direct 2014-04-01
ISTHMUS PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2014-04-01
RUEDI WEALTH MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2014-09-01
FAIRHAVEN WEALTH MANAGEMENT, LLC CCO direct 2014-10-01
FAIRHAVEN WEALTH MANAGEMENT, LLC SOLE MEMBER AND CCO direct 2014-10-01
LLOYD PARK, LLC CHIEF COMPLIANCE OFFICER direct 2014-11-01
ORCHARD CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2015-06-01
SWS PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2015-10-01
BOWER HILL CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2015-10-01
MMSK, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2015-10-01
STEVARD LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2016-08-01
STEVARD LLC CHIEF COMPLIANCE OFFICER direct 2016-11-01
BLISS & ASSOCIATES, LLC SOLE MEMBER 05/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
ACORN WEALTH ADVISORS, LLC SOLE MEMBER direct 2014-05-01
BLISS, STEVEN, CHARLES CEO & MANAGING PARTNER 05/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACORN WEALTH ADVISORS, LLC MEMBER indirect 2007-07-01
ACORN WEALTH ADVISORS, LLC CEO & MANAGING PARTNER direct 2014-05-01
TARANTINO, TODD, PAUL MANAGING PARTNER 05/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACORN WEALTH ADVISORS, LLC MANAGING PARTNER indirect 2007-07-01
ACORN WEALTH ADVISORS, LLC MANAGING PARTNER direct 2014-05-01
BLISS, STEVEN, CHARLES MEMBER BLISS & ASSOCIATES, LLC 07/01/2007 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
ACORN WEALTH ADVISORS, LLC MEMBER indirect 2007-07-01
ACORN WEALTH ADVISORS, LLC CEO & MANAGING PARTNER direct 2014-05-01
TARANTINO, TODD, PAUL MANAGING PARTNER BLISS & ASSOCIATES, LLC 07/01/2007 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
ACORN WEALTH ADVISORS, LLC MANAGING PARTNER indirect 2007-07-01
ACORN WEALTH ADVISORS, LLC MANAGING PARTNER direct 2014-05-01

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