Hedge Fund Database

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.

Adviser information for ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. last updated from Form ADV on March 27th, 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
Fiscal Year End DECEMBER
Legal Location Missouri, United States

Employees

Total Number of Employees 43
Investment Advisory/Research 39
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 36
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 3,695 $1.9B
Non-Discretionary 0 $0
Total 3,695 $1.9B

Clients

Type Number RAUM
Individuals 402 $172.0M
HNW Individuals 576 $1.6B
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 <5 $70.2M
Charitable organizations 13 $20.4M
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 8 $17.7M
Other 0 $0
Type Number
No. of Non-RAUM Clients 158
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1000

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-61444
SEC ERA File Number 801-61444
SEC CIK Numbers 1318601
SEC CRD Numbers 121307
Legal Entity Identifier None

Principal Office

14567 NORTH OUTER FORTY ROAD
SUITE 200
ST. LOUIS
MO
United States
Monday - Friday, 8:00 A.M. TO 5:00 P.M.CST
Tel: 888-882-0072, Fax: 888-453-1266

Websites

www.acrinv-rps.com www.acr-rps.com acropolisinvestments.net acropolisinvestment.biz acropolisinvestment.net acropolisinsights.com acropolisinvestmentmanagement.biz acropolisinvestmentmanagement.net acropolisinvestments.biz www.acropoliswealth.com www.acropolisinvest.com www.linkedin.com/company/acropolis-investment-management-llc/?viewasmember=true ullico-urs.com www.acropoblog.com www.acr401k.com www.acrlp.com www.acropolisinvestmentmanagement.com www.acropolis401k.com www.acrrps.com www.acropolisinvestment.com www.acropolisinvestments.com www.acrinv.com

Chief Compliance Officer

ROBERT S FLEMING
CHIEF COMPLIANCE OFFICER
14567 NORTH OUTER FORTY ROAD
SUITE 200
ST. LOUIS
MO
United States
Tel: 636-449-4900
Fax: (888) 453-1266
(Full email address available in API data)

Regulatory Contact

DANNELLE WARD
PARTNER
14567 NORTH OUTER 40
SUITE 200
CHESTERFIELD
MO
United States
Tel: 636-449-4900
Fax: 888-453-1266
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
LISSNER, CHRISTOPHER, BART Individual – MANAGING MEMBER & PRESIDENT 08/2002 25-50%
OTT, DAVID, BAKER Individual – MEMBER & CHIEF INVESTMENT OFFICER 08/2002 25-50%
WARD, DANNELLE, DYAN Individual – MEMBER 08/2002 10-25%
LISSNER, MICHAEL, TIMOTHY Individual – MEMBER 01/2003 10-25%
FLEMING, ROBERT, STANLEY Individual – CHIEF COMPLIANCE OFFICER 07/2022 < 5%
TUSTIN, MARIE, L Individual – MEMBER 01/2023 5-10%
REYNOLDS, CLIFF, J. Individual – MEMBER 01/2023 5-10%

No. Employees, Historic

50250201920202021202220232024202533 on 5/2/201940 on 3/30/202040 on 6/15/202040 on 6/24/202040 on 7/15/202040 on 7/16/202039 on 3/24/202139 on 5/10/202139 on 5/10/202139 on 6/22/202139 on 6/22/202140 on 3/29/202240 on 7/21/202244 on 3/30/202343 on 3/27/2024

RAUM, Historic

2B1B020192020202120222023202420251161557183 on 5/2/20191444620008 on 3/30/20201444620008 on 6/15/20201444620008 on 6/24/20201444620008 on 7/15/20201444620008 on 7/16/20201654184122 on 3/24/20211654184122 on 5/10/20211654184122 on 5/10/20211654184122 on 6/22/20211654184122 on 6/22/20211919450487 on 3/29/20221919450487 on 7/21/20221736978809 on 3/30/20231921770519 on 3/27/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025837 on 5/2/20191003 on 3/30/20201003 on 6/15/20201003 on 6/24/20201003 on 7/15/20201003 on 7/16/20201055 on 3/24/20211055 on 5/10/20211055 on 5/10/20211055 on 6/22/20211055 on 6/22/20211055 on 3/29/20221055 on 7/21/20221096 on 3/30/2023999 on 3/27/2024

Holdings

From latest 13F, filed July 16th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
VANGUARD INDEX FDS S&P 500 ETF SHS 263M 525K –
VANGUARD BD INDEX FD INC TOTAL BND MRKT 137M 2M –
VANGUARD TAX-MANAGED FD FTSE DEV MKT ETF 127M 3M –
ISHARES TR CORE S&P SCP ETF 98M 916K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 96M 2M –
ISHARES TR CORE S&P MCP ETF 92M 2M –
VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 67M 1M –
ISHARES TR INTRM TR CRP ETF 64M 1M –
ISHARES TR US SML CAP EQT 47M 773K –
VANGUARD INDEX FDS LARGE CAP ETF 39M 158K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 39M 893K –
ISHARES TR CORE MSCI EAFE 28M 389K –
ISHARES TR SH TR CRPORT ETF 24M 475K –
ISHARES TR MSCI USA MMENTM 24M 124K –
MSCI INTL MOMENT ISHARES TR 22M 564K –
DIMENSIONAL ETF TRUST US LARGE CAP VAL 20M 687K –
APPLE INC COM 17M 81K –
ISHARES TR CORE S&P 500 ETF 16M 30K –
DIMENSIONAL ETF TRUST INTERNATNAL VAL 15M 430K –
ISHARES TR S&P500 GRWT ETF 14M 155K –
VANGUARD INDEX FDS SMALL CAP ETF 13M 61K –
ISHARES TR U S EQUITY FACTR 13M 229K –
AMERICAN CENTURY ETF TR US EQT ETF 13M 141K –
ISHARES TR S&P 500 VAL ETF 10M 54K –
VANGUARD INDEX FDS GROWTH ETF 9M 24K –
VANGUARD INDEX FDS MID CAP ETF 8M 35K –
MICROSOFT CORP COM 8M 18K –
VANGUARD BD INDEX FDS COM 8M 101K –
ISHARES INC CORE MSCI EMKT 8M 144K –
WAL MART STORES INC COM 6M 94K –
ISHARES TR INTL EQTY FACTOR 6M 216K –
NVIDIA CORP COM 6M 48K –
GOOGLE INC CL A 6M 32K –
UNITEDHEALTH GROUP INC COM 6M 11K –
ISHARES TR NATIONAL MUN ETF 5M 50K –
ISHARES TR RUS MID CAP ETF 5M 60K –
SCHWAB STRATEGIC TR INTL EQTY ETF 4M 112K –
AMAZON COM INC COM 4M 21K –
DIMENSIONAL ETF TRUST CORE FIXED INCOM 4M 99K –
JPMORGAN CHASE & CO COM 4M 20K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 4M 10K –
VISA INC COM CL A 4M 15K –
ISHARES 3 7 YR TREAS BD 4M 31K –
ISHARES TR MSCI EAFE ETF 4M 46K –
ISHARES TR RUS 1000 VAL ETF 3M 20K –
EXXON MOBIL CORP COM 3M 29K –
SELECT SECTOR SPDR TR TECHNOLOGY 3M 15K –
ISHARES TR U.S.TECH ETF 3M 22K –
JOHNSON & JOHNSON COM 3M 22K –
VANGUARD INDEX FDS SML CP GRW ETF 3M 13K –
ISHARES TR EAFE SML CP ETF 3M 50K –
ISHARES TR RUSSELL 2000 ETF 3M 15K –
SPDR S&P 500 ETF TR TR UNIT 3M 6K –
CHEVRON CORP NEW COM 3M 19K –
QUALCOMM INC COM 3M 14K –
TRAVELERS COMPANIES INC COM 3M 12K –
VANGUARD INDEX FDS VALUE ETF 2M 15K –
MERCK & CO INC COM 2M 18K –
UNITED RENTALS INC COM 2M 3K –
VANGUARD INDEX FDS SM CP VAL ETF 2M 12K –
ISHARES TR RUS 1000 ETF 2M 7K –
ACCENTURE PLC IRELAND SHS CLASS A 2M 7K –
O REILLY AUTOMOTIVE INC NEW COM 2M 2K –
POWERSHARES QQQ TRUST UNIT SER 1 2M 4K –
LOCKHEED MARTIN CORP COM 2M 4K –
MORGAN STANLEY COM NEW 2M 19K –
ISHARES TR RUS 1000 GRW ETF 2M 5K –
KROGER CO COM 2M 36K –
OMNICOM GROUP INC COM 2M 20K –
SNAP ON INC COM 2M 7K –
ISHARES TR BARCLY USAGG B 2M 18K –
LOWES COS INC COM 2M 8K –
CDW CORP COM 2M 8K –
HOME DEPOT INC COM 2M 5K –
MASCO CORP COM 2M 25K –
COMCAST CORP NEW CL A 2M 39K –
KIMBERLY CLARK CORP COM 2M 11K –
HCA HEALTHCARE INC COM 2M 5K –
LILLY ELI & CO COM 1M 2K –
VERIZON COMMUNICATIONS INC COM 1M 35K –
VANGUARD INDEX FDS TOTAL STK MKT 1M 5K –
ELEVANCE HEALTH INC COM 1M 3K –
PEPSICO INC COM 1M 8K –
VANGUARD INDEX FDS MCAP VL IDXVIP 1M 9K –
MASTERCARD INC CL A 1M 3K –
BOOKING HOLDINGS INC COM 1M 332 –
LYONDELLBASELL INDUSTRIES N SHS - A - 1M 14K –
ISHARES TR ESG AWR MSCI USA 1M 11K –
DEERE & CO COM 1M 3K –
SELECT SECTOR SPDR TR ENERGY 1M 13K –
TARGET CORP COM 1M 8K –
EBAY INC. COM 1M 23K –
TRACTOR SUPPLY CO COM 1M 5K –
TJX COS INC NEW COM 1M 11K –
ISHARES TR NASDAQ BIOTECH 1M 8K –
ELECTRONIC ARTS INC COM 1M 8K –
BRISTOL MYERS SQUIBB CO COM 1M 24K –
COSTCO WHSL CORP NEW COM 994K 1K –
VANGUARD INDEX FDS REIT ETF 979K 12K –
3M CO COM 966K 9K –
ISHARES TR 1 3 YR TREAS BD 954K 12K –
GENUINE PARTS CO COM 954K 7K –
ISHARES TR S&P SML 600 GWT 939K 7K –
ENTERGY CORP NEW COM 938K 9K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 931K 12K –
ISHARES TR MSCI KLD400 SOC 875K 8K –
ISHARES TR MBS ETF 843K 9K –
UNITED PARCEL SERVICE INC CL B 830K 6K –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 829K 14K –
GENERAL DYNAMICS CORP COM 804K 3K –
CUMMINS INC COM 798K 3K –
ESG AW MSCI EAFE ISHARES TR 793K 10K –
BANK AMER CORP COM 754K 19K –
EOG RES INC COM 732K 6K –
NORFOLK SOUTHERN CORP COM 732K 3K –
ROCKWELL AUTOMATION INC COM 712K 3K –
CATERPILLAR INC DEL COM 704K 2K –
DOLLAR GENERAL CORP NEW COM 695K 5K –
MARATHON PETE CORP COM 688K 4K –
PROCTER & GAMBLE CO COM 677K 4K –
META PLATFORMS INC CL A 668K 1K –
APPLIED MATLS INC COM 667K 3K –
ABBVIE INC COM 665K 4K –
ISHARES TR US HLTHCARE ETF 649K 11K –
BOEING CO COM 645K 4K –
TEXAS INSTRS INC COM 644K 3K –
DANAHER CORPORATION COM 641K 3K –
SELECT SECTOR SPDR TR SBI CONS STPLS 624K 8K –
D R HORTON INC COM 623K 4K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 620K 18K –
QUEST DIAGNOSTICS INC COM 610K 4K –
ISHARES TR MSCI EMG MKT ETF 601K 14K –
SELECT SECTOR SPDR TR SBI INT-FINL 583K 14K –
EMERSON ELEC CO COM 583K 5K –
TRANE TECHNOLOGIES SHS 582K 2K –
SCHWAB STRATEGIC TR US SML CAP ETG 579K 12K –
MCDONALDS CORP COM 569K 2K –
AMERICAN EXPRESS CO COM 561K 2K –
INTEL CORP COM 560K 18K –
ISHARES TR ESG AWARE MSCI 556K 14K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 554K 3K –
TESLA INC COM 552K 3K –
CISCO SYS INC COM 545K 11K –
ISHARES TR U.S. FINLS ETF 543K 6K –
SPDR SER TR PORTFOLIO S&P500 520K 8K –
RAYTHEON CO COM NEW 515K 5K –
US BANCORP DEL COM NEW 500K 13K –
GOOGLE INC CL A 494K 3K –
SPDR SERIES TRUST S&P DIVID ETF 476K 4K –
MICRON TECHNOLOGY INC COM 467K 4K –
ABBOTT LABS COM 454K 4K –
BROADCOM INC COM 450K 280 –
INTUITIVE SURGICAL INC COM 431K 968 –
SCHWAB STRATEGIC TR US LRG CAP ETF 417K 6K –
SELECT SECTOR SPDR TR SBI INT-INDS 413K 3K –
INTERNATIONAL BUSINESS MACHS COM 411K 2K –
MONSTER BEVERAGE CORP COM 407K 8K –
VANGUARD INDEX FDS MCAP GR IDXVIP 407K 2K –
JACOBS ENGR GROUP INC COM 401K 3K –
PFIZER INC COM 393K 14K –
CAPITAL ONE FINL CORP COM 392K 3K –
BOOZ ALLEN HAMILTON HLDG COR CL A 392K 3K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 391K 15K –
SCHWAB STRATEGIC TR US MID-CAP ETF 389K 5K –
VANGUARD WORLD FDS INF TECH ETF 380K 659 –
CONSTELLATION ENERGY CORP COM 375K 2K –
COCA COLA CO COM 366K 6K –
BELLRING BRANDS INC COMMON STOCK 361K 6K –
SPDR SER TR PORTFOLIO SH TSR 355K 12K –
VALERO ENERGY CORP NEW COM 347K 2K –
SYSCO CORP COM 345K 5K –
COPART INC COM 343K 6K –
STARBUCKS CORP COM 343K 4K –
NORTHROP GRUMMAN CORP COM 342K 785 –
NUSHARES ETF TR ESG SMALL CAP 342K 9K –
AMEREN CORP COM 342K 5K –
ADVANCED MICRO DEVICES INC COM 336K 2K –
CIGNA CORPORATION COM 326K 987 –
PHILLIPS 66 COM 322K 2K –
AMGEN INC COM 318K 1K –
ENTERPRISE FINL SVCS CORP COM 309K 8K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 308K 3K –
ISHARES TR MSCI USA ESG SLC 308K 3K –
SCHWAB STRATEGIC TR US LCAP VA ETF 295K 4K –
FAIR ISAAC CORP COM 293K 197 –
DISNEY WALT CO COM DISNEY 292K 3K –
VANGUARD GROUP DIV APP ETF 289K 2K –
PARKER-HANNIFIN CORP COM 286K 566 –
SPDR SERIES TRUST PORTFOLIO INTRMD 281K 9K –
INTUIT COM 278K 423 –
ISHARES TR AGGRES ALLOC ETF 277K 4K –
MARVELL TECHNOLOGY INC COM 274K 4K –
LAUDER ESTEE COS INC CL A 273K 3K –
UNIVERSAL HLTH SVCS INC CL B 269K 1K –
ISHARES TR U.S. MED DVC ETF 269K 5K –
CROWDSTRIKE HLDGS INC CL A 268K 700 –
AMETEK INC NEW COM 266K 2K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 262K 3K –
SPDR SER TR PORTFOLIO S&P600 260K 6K –
BUNGE LIMITED COM 257K 2K –
SPDR SER TR PORT MTG BK ETF 257K 12K –
AT&T INC COM 247K 13K –
EATON CORP PLC SHS 244K 779 –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 239K 4K –
VANGUARD WORLD FDS FINANCIALS ETF 237K 2K –
CENTENE CORP DEL COM 236K 4K –
CARRIER GLOBAL CORPORATION COM 232K 4K –
GENERAL ELECTRIC CO COM 231K 1K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 230K 1K –
NIKE INC COM 229K 3K –
ISHARES TR MICRO -CAP ETF 222K 2K –
ISHARES TR RUSSELL 3000 ETF 216K 700 –
PRINCIPAL FINL GROUP INC COM 216K 3K –
VERTEX PHARMACEUTICALS INC COM 216K 460 –
SPDR SER TR PORTFOLIO S&P400 215K 4K –
SOUTHWEST ARILS CO COM 212K 7K –
EDWARDS LIFESCIENCES CORP COM 209K 2K –
BRINKS CO COM 204K 2K –
ALLSTATE CORP COM 202K 1K –
EXELON CORP COM 202K 6K –
SCHWAB STRATEGIC TR INT-TERM U.S. TRES 198K 4K –
CONOCOPHILLIPS COM 197K 2K –
ORACLE CORP COM 195K 1K –
AMERICAN CENTURY ETF TR US SML CP VALU 195K 2K –
NETFLIX INC COM 190K 281 –
VANGUARD WORLD FDS CONSUM DIS ETF 183K 585 –
ISHARES TR COHEN STEER REIT 182K 3K –
VERISK ANALYTICS INC COM 180K 666 –
WASTE MGMT INC DEL COM 174K 816 –
ISHARES TR RUS MD CP GR ETF 173K 2K –
MURPHY USA INC COM 172K 366 –
ISHARES SILVER TR ISHARES 170K 6K –
ILLINOIS TOOL WKS INC COM 170K 718 –
SELECT SECTOR SPDR TR SBI CONS DISCR 166K 911 –
EDGEWELL PERSONAL CARE CO COM 166K 4K –
FORTINET INC COM 164K 3K –
AMERIPRISE FINL INC COM 164K 384 –
SELECT SECTOR SPDR TR COMMUNICATION 164K 2K –
ISHARES TR CORE S&P US GWT 161K 1K –
HEWLETT PACKARD CO COM 158K 5K –
TE CONNECTIVITY LTD SHS 158K 1K –
INGERSOLL-RAND PLC SHS 156K 2K –
FORD MTR CO DEL COM 151K 12K –
SPDR SER TR PORTFOLI S&P1500 148K 2K –
BHP GROUP LTD SPONSORED ADS 148K 3K –
AMPHENOL CORP NEW CL A 146K 2K –
DIMENSIONAL ETF TRUST US EQUITY ETF 144K 2K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 143K 980 –
OTIS WORLDWIDE CORP COM 141K 1K –
ONEOK INC NEW COM 139K 2K –
PHILIP MORRIS INTL INC COM 139K 1K –
RIO TINTO PLC SPONSORED ADR 138K 2K –
ISHARES GOLD TR ISHARES NEW 138K 3K –
ISHARES INC MSCI PAC JP ETF 137K 3K –
ISHARES TR MSCI USA QLT FCT 137K 800 –
AUTODESK INC COM 136K 549 –
ISHARES INC EMNG MKTS EQT 135K 3K –
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 134K 1K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 133K 249 –
AAON INC COM PAR $0.004 133K 2K –
EASTMAN CHEM CO COM 132K 1K –
SCHWAB CHARLES CORP NEW COM 131K 2K –
VISTRA CORP COM 129K 2K –
L3HARRIS TECHNOLOGIES INC COM 126K 559 –
ISHARES TR ESG AWR US AGRGT 125K 3K –
ISHARES TR U.S. REAL ES ETF 123K 1K –
UNION PAC CORP COM 122K 541 –
CVS CAREMARK CORPORATION COM 122K 2K –
ISHARES TR DJ AEROSPACE 121K 920 –
ALIGN TECHNOLOGY INC COM 120K 498 –
SEAGATE TECHNOLOLGY HLDNGS PL ORD SHS 119K 1K –
PAYPAL HLDGS INC COM 119K 2K –
BP PLC SPONSORED ADR 118K 3K –
HUBSPOT INC COM 117K 199 –
WASTE CONNECTION INC COM 115K 655 –
VANGUARD INDEX FDS EXTEND MKT ETF 113K 667 –
INTERNATIONAL PAPER CO COM 112K 3K –
BLACKSTONE INC COM 112K 902 –
WILLIAMS COS INC COM 111K 3K –
GOLDMAN SACHS GROUP INC COM 109K 242 –
CITIGROUP INC COM NEW 109K 2K –
SELECT SECTOR SPDR TR SBI INT-UTILS 109K 2K –
SOUTHERN CO COM 108K 1K –
REGENERON PHARMACEUTICALS COM 107K 102 –
SQUARE INC CL A 107K 2K –
MCKESSON CORP COM 106K 181 –
JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 105K 2K –
POST HLDGS INC COM 105K 1K –
ISHARES TR TIPS BD ETF 103K 962 –
ISHARES TR S&P 100 ETF 102K 387 –