ACIMA PRIVATE WEALTH LLC
Adviser information for ACIMA PRIVATE WEALTH LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Virginia, United States |
Employees
Total Number of Employees | 6 |
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Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 5 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 114 | $339.9M |
Non-Discretionary | 10 | $3.8M |
Total | 124 | $343.6M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 16 | $4.6M |
HNW Individuals | 39 | $331.3M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $7.4M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $281,584 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
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Compensation | % of AUMFLAT, ANNUAL FEE |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
---|
Acting As | RAUM |
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Sponsor | 0 |
Portfolio Manager | 0 |
Both for Same | 339.9M |
Portfolio Manager to Program | Sponsor |
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ACIMA PRIVATE WEALTH - WRAP FEE PROGRAM | ACIMA PRIVATE WEALTH LLC |
Principal Office
1801 BAYBERRY COURTSUITE 301
RICHMOND
VA
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: (804) 422-8450, Fax: (804) 285-1835
Chief Compliance Officer
GARY M. GORE
PRESIDENT & CEO
1801 BAYBERRY COURT
SUITE 301
RICHMOND
VA
United States
Tel:
(804) 422-8450
Fax:
(804) 285-1835
G****@**********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
GORE, GARY, MITCHELL | Individual | – | PRESIDENT & CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | 05/2015 | > 75% |
WEALTH PROJECT LLC | Domestic Entity | – | MEMBER | 05/2016 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 30th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
3M CO COM | Stock | 130K | 1K | – |
ABBOTT LABS COM | Stock | 559K | 5K | – |
ABBVIE INC COM | Stock | 1M | 7K | – |
ACCENTURE PLC IRELAND SHS CLASS A | Stock | 850K | 3K | – |
ADOBE INC COM | Stock | 1M | 2K | – |
AFLAC INC COM | Stock | 325K | 4K | – |
AIR PRODS & CHEMS INC COM | Stock | 464K | 2K | – |
ALPHABET INC CAP STK CL A | Stock | 707K | 4K | – |
ALPHABET INC CAP STK CL C | Stock | 573K | 3K | – |
ALTRIA GROUP INC COM | Stock | 157K | 3K | – |
AMAZON COM INC COM | Stock | 832K | 4K | – |
AMERICAN ELEC PWR CO INC COM | Stock | 107K | 1K | – |
AMERICAN EXPRESS CO COM | Stock | 695K | 3K | – |
AMGEN INC COM | Stock | 591K | 2K | – |
APPLE INC COM | Stock | 8M | 37K | – |
APPLIED FINANCE VALUATION LARGE CAP ETF | ETF | 2M | 68K | – |
AT&T INC COM | Stock | 2K | 116 | – |
AUTOMATIC DATA PROCESSING INC COM | Stock | 928K | 4K | – |
AVANTIS EMERGING MARKETS EQUITY ETF | ETF | 6M | 93K | – |
BECTON DICKINSON & CO COM | Stock | 514K | 2K | – |
BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 276K | 679 | – |
BIOGEN INC COM | Stock | 212K | 916 | – |
BLACKROCK INC COM | Stock | 298K | 379 | – |
BOOKING HOLDINGS INC COM | Stock | 1M | 324 | – |
CAPITAL GROUP CORE PLUS INCOME ETF | ETF | 3M | 129K | – |
CAPITAL ONE FINL CORP COM | Stock | 14K | 100 | – |
CARRIER GLOBAL CORPORATION COM | Stock | 82K | 1K | – |
CATERPILLAR INC COM | Stock | 491K | 1K | – |
CENCORA INC COM | Stock | 71K | 317 | – |
CENTENE CORP DEL COM | Stock | 13K | 200 | – |
CHEVRON CORP NEW COM | Stock | 379K | 2K | – |
CHUBB LIMITED COM | Stock | 67K | 264 | – |
CISCO SYS INC COM | Stock | 335K | 7K | – |
CITIGROUP INC COM NEW | Stock | 7K | 110 | – |
COCA COLA CO COM | Stock | 194K | 3K | – |
COLGATE PALMOLIVE CO COM | Stock | 241K | 2K | – |
COMCAST CORP NEW CL A | Stock | 14K | 360 | – |
CONOCOPHILLIPS COM | Stock | 600K | 5K | – |
CONSUMER STAPLES SELECT SECTOR SPDR FUND | ETF | 2M | 33K | – |
CORNING INC COM | Stock | 124K | 3K | – |
COSTCO WHSL CORP NEW COM | Stock | 103K | 121 | – |
CSX CORP COM | Stock | 60K | 2K | – |
DANAHER CORPORATION COM | Stock | 296K | 1K | – |
DARDEN RESTAURANTS INC COM | Stock | 303K | 2K | – |
DEFIANCE CONNECTIVE TECHNOLOGIES ETF | ETF | 145K | 3K | – |
DISCOVER FINL SVCS COM | Stock | 269K | 2K | – |
DOVER CORP COM | Stock | 226K | 1K | – |
DOW INC COM | Stock | 45K | 852 | – |
DUKE ENERGY CORP NEW COM NEW | Stock | 37K | 368 | – |
EBAY INC. COM | Stock | 2K | 46 | – |
EDWARDS LIFESCIENCES CORP COM | Stock | 545K | 6K | – |
ELEVANCE HEALTH INC COM | Stock | 36K | 66 | – |
ELI LILLY & CO COM | Stock | 323K | 357 | – |
ENERGY SELECT SECTOR SPDR ETF | ETF | 449K | 5K | – |
EXXON MOBIL CORP COM | Stock | 586K | 5K | – |
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM | Stock | 10K | 200 | – |
FINANCIAL SELECT SECTOR SPDR FUND | ETF | 4M | 95K | – |
FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND | ETF | 4K | 75 | – |
Franklin International Bond Opportunities ETF | ETF | 2M | 118K | – |
GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF | ETF | 21M | 194K | – |
HARTFORD FINL SVCS GROUP INC COM | Stock | 4K | 42 | – |
HEALTH CARE SELECT SECTOR SPDR FUND | ETF | 1M | 10K | – |
HEICO CORP NEW CL A | Stock | 176K | 994 | – |
HOME DEPOT INC COM | Stock | 611K | 2K | – |
HONEYWELL INTL INC COM | Stock | 660K | 3K | – |
HUBSPOT INC COM | Stock | 216K | 366 | – |
IDEXX LABS INC COM | Stock | 240K | 493 | – |
ILLINOIS TOOL WKS INC COM | Stock | 1M | 5K | – |
INDUSTRIAL SELECT SECTOR SPDR FUND | ETF | 24K | 196 | – |
INTEGER HLDGS CORP COM | Stock | 463K | 4K | – |
INTEL CORP COM | Stock | 504K | 16K | – |
INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 5M | 27K | – |
INVESCO TOTAL RETURN BOND ETF | ETF | 12M | 249K | – |
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | ETF | 6M | 193K | – |
ISHARES CORE MSCI EAFE ETF | ETF | 5M | 65K | – |
ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | 11M | 214K | – |
ISHARES CORE MSCI EUROPE ETF | ETF | 3M | 56K | – |
ISHARES CORE S&P 500 ETF | ETF | 21M | 39K | – |
ISHARES CORE S&P MID-CAP ETF | ETF | 17M | 290K | – |
ISHARES CORE S&P SMALL CAP ETF | ETF | 89K | 830 | – |
ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 6M | 67K | – |
ISHARES EXPANDED TECH SECTOR ETF | ETF | 5M | 53K | – |
ISHARES MSCI ACWI ETF | ETF | 12K | 106 | – |
ISHARES MSCI AUSTRALIA ETF | ETF | 2M | 77K | – |
ISHARES MSCI CHINA ETF | ETF | 2M | 40K | – |
ISHARES MSCI EAFE ETF | ETF | 683K | 9K | – |
ISHARES MSCI EUROZONE ETF | ETF | 7M | 134K | – |
ISHARES MSCI JAPAN ETF | ETF | 29K | 430 | – |
ISHARES MSCI USA MIN VOL FACTOR ETF | ETF | 18K | 220 | – |
ISHARES MSCI USA QUALITY FACTOR ETF | ETF | 319K | 2K | – |
ISHARES NATIONAL MUNI BOND ETF | ETF | 2M | 17K | – |
ISHARES RUSSELL 1000 GROWTH ETF | ETF | 667K | 2K | – |
ISHARES RUSSELL 1000 VALUE ETF | ETF | 304K | 2K | – |
ISHARES RUSSELL 2000 ETF | ETF | 625K | 3K | – |
ISHARES RUSSELL 2000 GROWTH ETF | ETF | 832K | 3K | – |
ISHARES RUSSELL MIDCAP ETF | ETF | 276K | 3K | – |
ISHARES RUSSELL MID-CAP GROWTH ETF | ETF | 4M | 37K | – |
ISHARES RUSSELL MID-CAP VALUE ETF | ETF | 312K | 3K | – |
ISHARES S&P SMALL-CAP 600 GROWTH ETF | ETF | 60K | 470 | – |
ISHARES S&P SMALL-CAP 600 VALUE ETF | ETF | 45K | 465 | – |
JOHNSON & JOHNSON COM | Stock | 1M | 9K | – |
JPMORGAN BETABUILDERS CANADA ETF | ETF | 41K | 633 | – |
JPMORGAN BETABUILDERS JAPAN ETF | ETF | 2M | 35K | – |
JPMORGAN CHASE & CO. COM | Stock | 115K | 569 | – |
JPMORGAN CORE PLUS BOND ETF | ETF | 12M | 249K | – |
JPMorgan International Bond Opportunities ETF | ETF | 10M | 202K | – |
JPMORGAN MUNICIPAL ETF | ETF | 2M | 33K | – |
JPMORGAN ULTRA-SHORT INCOME ETF | ETF | 720K | 14K | – |
KIMBERLY-CLARK CORP COM | Stock | 172K | 1K | – |
LOCKHEED MARTIN CORP COM | Stock | 1M | 2K | – |
LOWES COS INC COM | Stock | 2M | 9K | – |
MARKEL GROUP INC COM | Stock | 435K | 276 | – |
MARSH & MCLENNAN COS INC COM | Stock | 396K | 2K | – |
MASTERCARD INCORPORATED CL A | Stock | 346K | 784 | – |
MCDONALDS CORP COM | Stock | 1M | 4K | – |
MEDTRONIC PLC SHS | Stock | 89K | 1K | – |
MERCADOLIBRE INC COM | Stock | 2M | 914 | – |
MERCK & CO INC COM | Stock | 590K | 5K | – |
META PLATFORMS INC CL A | Stock | 69K | 137 | – |
MICROSOFT CORP COM | Stock | 3M | 7K | – |
MORGAN STANLEY COM NEW | Stock | 3K | 26 | – |
MSCI INC COM | Stock | 74K | 153 | – |
NEXTERA ENERGY INC COM | Stock | 113K | 2K | – |
NIKE INC CL B | Stock | 15K | 200 | – |
NORFOLK SOUTHN CORP COM | Stock | 82K | 383 | – |
NORTHROP GRUMMAN CORP COM | Stock | 209K | 480 | – |
NVIDIA CORPORATION COM | Stock | 51K | 410 | – |
OKTA INC CL A | Stock | 148K | 2K | – |
ORACLE CORP COM | Stock | 339K | 2K | – |
OREILLY AUTOMOTIVE INC COM | Stock | 30K | 28 | – |
OTIS WORLDWIDE CORP COM | Stock | 63K | 650 | – |
PEPSICO INC COM | Stock | 1M | 6K | – |
PFIZER INC COM | Stock | 407K | 15K | – |
PHILIP MORRIS INTL INC COM | Stock | 114K | 1K | – |
PHILLIPS 66 COM | Stock | 71K | 500 | – |
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | ETF | 12M | 127K | – |
PPG INDS INC COM | Stock | 315K | 3K | – |
PRICE T ROWE GROUP INC COM | Stock | 2K | 17 | – |
PROCTER AND GAMBLE CO COM | Stock | 1M | 7K | – |
PROGRESSIVE CORP COM | Stock | 972K | 5K | – |
RTX CORPORATION COM | Stock | 471K | 5K | – |
S&P GLOBAL INC COM | Stock | 368K | 826 | – |
SERVICENOW INC COM | Stock | 3M | 4K | – |
SHERWIN WILLIAMS CO COM | Stock | 1M | 4K | – |
SHOPIFY INC CL A | Stock | 222K | 3K | – |
SOLVENTUM CORP COM SHS | Stock | 16K | 300 | – |
SOUTHERN CO COM | Stock | 116K | 2K | – |
SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | ETF | 99K | 2K | – |
SPDR S&P 500 ETF TRUST | ETF | 544K | 999 | – |
SPDR S&P CHINA ETF | ETF | 372K | 5K | – |
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | ETF | 3M | 18K | – |
STARBUCKS CORP COM | Stock | 20K | 261 | – |
SYNOPSYS INC COM | Stock | 17K | 29 | – |
SYSCO CORP COM | Stock | 250K | 4K | – |
TECHNOLOGY SELECT SECTOR SPDR FUND | ETF | 2M | 9K | – |
TEXAS INSTRS INC COM | Stock | 492K | 3K | – |
THE CIGNA GROUP COM | Stock | 1K | 4 | – |
THERMO FISHER SCIENTIFIC INC COM | Stock | 399K | 722 | – |
UDR INC COM | REIT | 19K | 455 | – |
UNION PAC CORP COM | Stock | 265K | 1K | – |
UNITEDHEALTH GROUP INC COM | Stock | 274K | 538 | – |
US BANCORP DEL COM NEW | Stock | 10K | 252 | – |
UTILITIES SELECT SECTOR SPDR FUND | ETF | 25K | 364 | – |
VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | ETF | 6M | 248K | – |
VANGUARD DIVIDEND APPRECIATION ETF | ETF | 2M | 10K | – |
VANGUARD ESG U.S. STOCK ETF | ETF | 47K | 482 | – |
VANGUARD FTSE EMERGING MARKETS ETF | ETF | 16K | 365 | – |
VANGUARD LARGE-CAP ETF | ETF | 344K | 1K | – |
VANGUARD MEGA CAP ETF | ETF | 41K | 210 | – |
VANGUARD MID-CAP ETF | ETF | 244K | 1K | – |
VANGUARD RUSSELL 2000 ETF | ETF | 105K | 1K | – |
VANGUARD S&P 500 ETF | ETF | 75K | 150 | – |
VANGUARD SMALL-CAP ETF | ETF | 47K | 217 | – |
VANGUARD TAX-EXEMPT BOND ETF | ETF | 2M | 41K | – |
VANGUARD TOTAL BOND MARKET ETF | ETF | 155K | 2K | – |
VANGUARD TOTAL STOCK MARKET ETF | ETF | 6M | 21K | – |
VEEVA SYS INC CL A COM | Stock | 145K | 792 | – |
VERIZON COMMUNICATIONS INC COM | Stock | 219K | 5K | – |
VERTEX PHARMACEUTICALS INC COM | Stock | 1M | 3K | – |
VIKING HOLDINGS LTD ORD SHS | Stock | 3K | 100 | – |
VISA INC COM CL A | Stock | 1M | 4K | – |
WALMART INC COM | Stock | 264K | 4K | – |
XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF | ETF | 2M | 82K | – |