Acme Jack Investments provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Acme Jack Investments reports 73 clients. They include 40 individual clients and 33 high-net-worth individuals. Of its assets, 100.0% ($178M across 293 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $178M. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 5% |
| High-net-worth individuals | 45% | 95% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 40 | $9.5M | 5.3% | $238K |
| High-net-worth individuals | 33 | $168M | 94.7% | $5.11M |
| Total | 73 | $178M | 100% | $2.44M |
- Clients
- 40
- Regulatory AUM
- $9.5M
- AUM share
- 5.3%
- Avg. per client
- $238K
- Clients
- 33
- Regulatory AUM
- $168M
- AUM share
- 94.7%
- Avg. per client
- $5.11M
Total
- Clients
- 73
- Regulatory AUM
- $178M
- AUM share
- 100%
- Avg. per client
- $2.44M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Acme Jack Investments charges up to 1.50% a year for its Portfolio Management. The fee is billed in advance and is negotiable.
Fee details and sources
Wellborn Jack owns 75% or more of Acme Jack Investments. Wellborn Jack is CEO; the leadership team includes Chief Compliance Officer Dan Lonergan. It has 3 employees, 1 of them in advisory roles.
Leadership
- Wellborn JackManaging Member, President and Chief Executive Officer
- Dan LonerganChief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Acme Jack Investments, LLC
Wellborn Jack
Control person · since May 2021
Acme Jack Investments’ regulatory assets grew Infinity× from $0 (April 2024) to $178M (June 2026); employees rose from 1 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $178M | 73 | 3 | 1 |
| July 2025 | $181M | 74 | 3 | 1 |
| April 2024 | $0 | 0 | 1 | 1 |
Besides its headquarters, Acme Jack Investments has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Acme Jack Investments, LLC
- Headquarters
- Not reported
- Website
- acmejackinvestments.com
- Phone
- 330-909-1044
- SEC file
- 801-129888
- Structure
- Ohio LLC
- Fiscal year end
- December
Acme Jack Investments does not have custody of client assets.
At year end, Acme Jack Investments’ separately managed accounts were largely in bonds (46%) and stocks (45%).
What the accounts hold
- Stocks45%
- Non-exchange-traded equities25%
- Exchange-traded equities20%
- Bonds46%
- U.S. government and agency bonds45%
- Investment grade corporate bonds1%
- Cash9%
How many clients does Acme Jack Investments have?
Acme Jack Investments has 73 clients and manages $178 million for them, as of June 2026. They include 40 individual clients and 33 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 June 2026
What services does Acme Jack Investments offer?
Acme Jack Investments provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Acme Jack Investments charge?
Acme Jack Investments charges up to 1.50% a year for its Portfolio Management. The fee is billed in advance and is negotiable.
Source: FIRM & INDIVIDUAL DISCLOSURE BROCHURE, filed 16 June 2026
How many financial advisors does Acme Jack Investments have?
Acme Jack Investments has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Acme Jack Investments invest in?
At the end of its last fiscal year, Acme Jack Investments’ separately managed accounts held 45% U.S. government and agency bonds, 25% non-exchange-traded equities, 20% exchange-traded equities, 9% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Acme Jack Investments?
Acme Jack Investments’ direct owner is Wellborn Jack (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 June 2026
How does Acme Jack Investments get paid?
Acme Jack Investments is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Acme Jack Investments registered with the SEC?
Yes, Acme Jack Investments has been registered with the SEC as an investment adviser since 12 April 2024. Its CRD number is 330120 and its SEC file number is 801-129888.
Source: Form ADV Part 1A, Item 1, filed 16 June 2026; IAPD firm record
How do I contact Acme Jack Investments?
Its phone number is 330-909-1044. Its website is acmejackinvestments.com.