David B. Ackerman

ACKERMAN CAPITAL MANAGEMENT

Dallas, TX 75225

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CRD#: 2430164

Professional summary

David Brouwer Ackerman, CFP®, CIMA®, CPWA® is a registered financial advisor currently at ACKERMAN CAPITAL MANAGEMENT located in Dallas, Texas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. David has worked at 1 firm and has passed the Series 65 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Brouwer Ackerman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

CIMA^®

Certified Investment Management Analyst

CPWA^®

Certified Private Wealth Advisor

Start date: 2017-06-28

Expire date: 2024-08-31

Experience

Current

May 29, 2013 - Present

ACKERMAN CAPITAL MANAGEMENT

Office #1: 5956 Sherry Lane Suite 1600, Dallas, TX 75225

RIA

CRD#: 123824

Dallas, TX

Past

April 25, 2012 - December 31, 2012

ACKERMAN CAPITAL MANAGEMENT

RIA

CRD#: 123824

DALLAS, TX

Past

April 1, 2011 - December 31, 2011

ACKERMAN CAPITAL MANAGEMENT

RIA

CRD#: 123824

DALLAS, TX

Past

March 16, 2010 - December 31, 2010

ACKERMAN CAPITAL MANAGEMENT

RIA

CRD#: 123824

DALLAS, TX

Past

February 24, 2009 - December 31, 2009

ACKERMAN CAPITAL MANAGEMENT

RIA

CRD#: 123824

DALLAS, TX

Past

April 27, 2005 - December 31, 2008

ACKERMAN CAPITAL MANAGEMENT

RIA

CRD#: 123824

DALLAS, TX

Past

March 24, 2004 - December 31, 2004

ACKERMAN CAPITAL MANAGEMENT

RIA

CRD#: 123824

DALLAS, TX

Past

November 20, 2002 - December 31, 2003

ACKERMAN CAPITAL MANAGEMENT

RIA

CRD#: 123824

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ACKERMAN CAPITAL MANAGEMENT

ACKERMAN CAPITAL ADVISORS, LLC | ACKERMAN CAPITAL MANAGEMENT, LP | ACKERMAN CAPITAL MANAGEMENT

CRD#: 123824 / SEC#: 801-61595

RIA

Registered Investment Advisory firm - (11/13/2002 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(5/29/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/13/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 11/18/1993

Non-Member General Securities Examination

Current Firm

ACKERMAN CAPITAL MANAGEMENT

ACKERMAN CAPITAL ADVISORS, LLC | ACKERMAN CAPITAL MANAGEMENT, LP | ACKERMAN CAPITAL MANAGEMENT

CRD#: 123824 / SEC#: 801-61595

RIA

Registered Investment Advisory firm - (11/13/2002 Approved)

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Contact information

Main Address

5956 Sherry Lane Suite 1600, Dallas, TX 75225

Mailing Address

Phone number

(214) 361-5383

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACM PART 2A BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	535
AUM (Assets Under Management)	$ 477,172,304

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David B. Ackerman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Brouwer Ackerman's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACKERMAN CAPITAL MANAGEMENT

ACKERMAN CAPITAL MANAGEMENT

ACKERMAN CAPITAL MANAGEMENT

ACKERMAN CAPITAL MANAGEMENT

ACKERMAN CAPITAL MANAGEMENT

ACKERMAN CAPITAL MANAGEMENT

ACKERMAN CAPITAL MANAGEMENT

Primary Firm SEC Registration

ACKERMAN CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/13/2001

Series 2

Date: 11/18/1993

Current Firm

ACKERMAN CAPITAL MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACKERMAN CAPITAL MANAGEMENT

TRUST BUT VERIFY

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