DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
A•••• C•••••• M•••••••••
Legal name A•••• G••••• C••••••••• L•
Latest filing May 21, 2026
First filing on the tape Feb 28, 2017 · 20 filings
SEC status approved since Mar 17, 2017
RAUM
$893M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
21
13 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
3
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$893M as of May 21, 2026
Mar 31, 2018$246M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 21, 2026
Mar 31, 20180 then
Employees (5.A)21 as of May 21, 2026
Mar 31, 20189 then
Private funds3 as of May 21, 2026
Mar 31, 20183 then
RAUM +36% over the last fiscal year+22% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 21, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $89.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +36%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.4B, 10 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$893M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.4B for 10 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
13 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•••• A•• I•••••••• L•• | Private Equity Fund | $170M | 14 | Mar 30, 2020 |
| A•••• A•••••••• • D•••••• F••• V• L• | Private Equity Fund | $140M | 95 | Mar 31, 2021 |
| A•••• G••••• C•••••• F••• I•• L• | Private Equity Fund | $129M | 60 | Feb 28, 2017 |
| A•••• S•••••• I•••••••• L•• | Private Equity Fund | $107M | 15 | Mar 31, 2023 |
| A•••• R• I•••••••• L••no longer reported | Private Equity Fund | $11.0M | 1 | Nov 25, 2019 |
| T•• C••••••••• L•• | Private Equity Fund | $7.3M | 12 | Mar 29, 2019 |
| A•••• B•• I•••••••• L••no longer reported | Private Equity Fund | $5.8M | 1 | Nov 25, 2019 |
| R••••••• I••••••••• L•• | Private Equity Fund | $5.0M | 2 | Mar 29, 2019 |
| A•••• D••• I•••••••• L•• | Private Equity Fund | $4.8M | 21 | Nov 25, 2019 |
| A•••• M•••••••• F••••••••• L•• | Private Equity Fund | $1.4M | 8 | Mar 31, 2021 |
| C•• I••••••••• L••no longer reported | Private Equity Fund | $1.1M | 10 | Mar 29, 2019 |
| A•••• G••••• E••••• C••••••• L••no longer reported | Private Equity Fund | $633,822 | 26 | Feb 28, 2017 |
| A•••• G••••• C•••••• F••• I••• L•• | Private Equity Fund | $2,032 | 15 | Feb 28, 2017 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• J•••• H••••• · Chief Compliance Officercontrolsince 04/2023 · owns less than 5%
- N••••• R•••• R••••• · Chief Executive Officercontrolsince 01/2005 · owns less than 5%
- W•••••• A•••• J••••• · Chief Financial Officercontrolsince 04/2023 · owns less than 5%
- D••••• J•••• G•••• · Co-Trusteecontrolsince 12/2015 · owns 25% to 50% of D•••• F••••• T••••
- N••••• R•••• R••••• · Trusteecontrolsince 01/2015 · owns 75% or more of R••• R••••• N•••• T••••
Entity owners
- D•••• F••••• T•••• · Ownerdirect · owns 10% to 25%
- R••• R••••• N•••• T•••• · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- A•••• A•••••••• A•• D•••••• F••• V• G•• L••pooled vehicle sponsory
- A•••• G••••• C•••••• F••• I•• G•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Washington, DC2 employees
- Tulsa, OK1 employees
- Watford, United Kingdom1 employees
What changed
consecutive filings, newest first
- Advisory employees · 12 to 13Sep 18, 2025 to Mar 31, 2026
- Assets in custody · $546M to $1.4BSep 18, 2025 to Mar 31, 2026
- Employees · 17 to 21Sep 18, 2025 to Mar 31, 2026
- Private funds · 4 to 3Sep 18, 2025 to Mar 31, 2026
- Discretionary RAUM · $652M to $893MSep 18, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $3.2M to $0Sep 18, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $655M to $893MSep 18, 2025 to Mar 31, 2026
- RAUM · $655M to $893MSep 18, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 7, 2025
- Accounts · 9 to 10Aug 1, 2024 to Mar 31, 2025
- Business name · A•••• G••••• C••••••••• L•• to A•••• C•••••• M•••••••••Aug 1, 2024 to Mar 31, 2025
- Pooled vehicle clients · 9 to 10Aug 1, 2024 to Mar 31, 2025
- Assets in custody · $557M to $546MAug 1, 2024 to Mar 31, 2025
- Employees · 16 to 17Aug 1, 2024 to Mar 31, 2025
- Other offices · 3 to 2Aug 1, 2024 to Mar 31, 2025
- Private funds · 9 to 4Aug 1, 2024 to Mar 31, 2025
- Discretionary RAUM · $573M to $652MAug 1, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $1.4M to $3.2MAug 1, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $574M to $655MAug 1, 2024 to Mar 31, 2025
- RAUM · $574M to $655MAug 1, 2024 to Mar 31, 2025
- Accounts · 10 to 9Jul 6, 2023 to Mar 28, 2024
- Pooled vehicle clients · 10 to 9Jul 6, 2023 to Mar 28, 2024
- Assets in custody · $497M to $557MJul 6, 2023 to Mar 28, 2024
- Employees · 12 to 16Jul 6, 2023 to Mar 28, 2024
- Other offices · 1 to 3Jul 6, 2023 to Mar 28, 2024
- Discretionary RAUM · $496M to $573MJul 6, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $967,870 to $1.4MJul 6, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $497M to $574MJul 6, 2023 to Mar 28, 2024
- RAUM · $497M to $574MJul 6, 2023 to Mar 28, 2024
- Accounts · 11 to 10May 24, 2022 to Mar 31, 2023
- Advisory employees · 11 to 12May 24, 2022 to Mar 31, 2023
- Pooled vehicle clients · 11 to 10May 24, 2022 to Mar 31, 2023
- Assets in custody · $203M to $497MMay 24, 2022 to Mar 31, 2023
- Employees · 14 to 12May 24, 2022 to Mar 31, 2023
- Financial planning clients · 0 to unsetMay 24, 2022 to Mar 31, 2023
- Private funds · 10 to 9May 24, 2022 to Mar 31, 2023
- Discretionary RAUM · $332M to $496MMay 24, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $4.0M to $967,870May 24, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $336M to $497MMay 24, 2022 to Mar 31, 2023
- RAUM · $336M to $497MMay 24, 2022 to Mar 31, 2023
Signals
23 dated events
- A•••• C•••••• M••••••••• reported RAUM $893.2M, up 36% from $655.1M (2025-09-18 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Lee Jeffrey Morton (Partner And Senior Advisor) no longer on Schedule A of A•••• C•••••• M••••••••• (listed 2023-07-06, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Jeanne Anna Walker (Chief Financial Officer) appeared on Schedule A of A•••• C•••••• M•••••••••Jul 6, 2023 · Control person joined · fact
- Howard John Blevins (Chief Compliance Officer) appeared on Schedule A of A•••• C•••••• M•••••••••Jul 6, 2023 · Control person joined · fact
- A•••• C•••••• M••••••••• reported RAUM $496.8M, up 48% from $335.6M (2022-05-24 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- L••••• L•••• S••••• (Chief Compliance Officer, Chief Financial Officer) no longer on Schedule A of A•••• C•••••• M••••••••• (listed 2022-03-31, absent 2022-05-24)May 24, 2022 · Control person left · inference
- A•••• C•••••• M••••••••• reported RAUM $335.6M, down 47% from $628.8M (2021-10-29 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Lee Jeffrey Morton (Senior Advisor) appeared on Schedule A of A•••• C•••••• M•••••••••Mar 31, 2022 · Control person joined · fact
- L••••• L•••• S••••• (Chief Compliance Officer, Chief Financial Officer) appeared on Schedule A of A•••• C•••••• M•••••••••Oct 29, 2021 · Control person joined · fact
- Jeff Morton (Chief Financial Officer) no longer on Schedule A of A•••• C•••••• M••••••••• (listed 2021-03-31, absent 2021-10-29)Oct 29, 2021 · Control person left · inference
- Aaron Craig Woodruff (Chief Compliance Officer) no longer on Schedule A of A•••• C•••••• M••••••••• (listed 2021-03-31, absent 2021-10-29)Oct 29, 2021 · Control person left · inference
- D••••• H••••• W•••••••• (Senior Partner) no longer on Schedule A of A•••• C•••••• M••••••••• (listed 2020-03-30, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Thomas Robert Hinaman (Partner) no longer on Schedule A of A•••• C•••••• M••••••••• (listed 2020-03-30, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Howard Brandon Bradford (Partner) no longer on Schedule A of A•••• C•••••• M••••••••• (listed 2020-03-30, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Mitchell Gregory Agnew (Partner (A•••• G••••• C••••••••• L••)) no longer on Schedule A of A•••• C•••••• M••••••••• (listed 2020-03-30, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Alan Gregory Bloom (Chief Operating Officer) no longer on Schedule A of A•••• C•••••• M••••••••• (listed 2020-03-30, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Alan Gregory Bloom (Chief Operating Officer) appeared on Schedule A of A•••• C•••••• M•••••••••Mar 30, 2020 · Control person joined · fact
- L••••• L•••• S••••• (Partner) appeared on Schedule A of A•••• C•••••• M•••••••••Mar 30, 2020 · Control person joined · fact
- D••••• H••••• W•••••••• (Senior Partner) appeared on Schedule A of A•••• C•••••• M•••••••••Mar 30, 2020 · Control person joined · fact
- A•••• C•••••• M••••••••• reported RAUM $491.4M, up 100% from $245.6M (2018-03-31 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Mitchell Gregory Agnew (Partner (A•••• G••••• C••••••••• L••)) appeared on Schedule A of A•••• C•••••• M•••••••••Mar 29, 2019 · Control person joined · fact
- A•••• C•••••• M••••••••• reported RAUM $245.6M, down 35% from $379.5M (2017-02-28 to 2018-03-31)Mar 31, 2018 · RAUM change · derived
- A•••• G••••• C••••••••• L• filed its initial SEC registration (Form ADV)Feb 28, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A•••• C•••••• M••••••••• · Independent Sponsorsshared crd · capital_provider
- A•••• G••••• C••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/acorncmreportedpublic record, Form ADV, Sep 18, 2026
- Website
- acorncapitalmanagement.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 405-737-2676reportedpublic record, Form ADV, May 21, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026