{"url":"https://nivawealth.com/firms/acme-jack-investments-330120","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/330120","regulatoryAum":178000000,"crd":"330120","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3252242","suffix":"III","lastName":"JACK","firstName":"WELLBORN","middleName":null}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-04-12","regulatoryAum":0,"clients":0,"employees":1,"offices":1},{"filedOn":"2025-07-14","regulatoryAum":181131115,"clients":74,"employees":3,"offices":1},{"filedOn":"2026-06-16","regulatoryAum":178000000,"clients":73,"employees":3,"offices":1}],"secFileNumber":"801-129888","legalName":"Acme Jack Investments, LLC","displayName":"Acme Jack Investments","slug":"acme-jack-investments-330120","website":"https://acmejackinvestments.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Ohio limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"12 April 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2438356.164383562,"staff":{"employees":3,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":178000000,"discretionary":178000000,"discretionaryAccounts":293,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":178000000,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":40,"regulatoryAum":9500100},{"label":"High-net-worth individuals","clients":33,"regulatoryAum":168499900}],"feePrograms":[{"role":"main","program":"Portfolio Management","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048642","versionId":1048642,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-06-16","documentName":"FIRM & INDIVIDUAL DISCLOSURE BROCHURE","fee_rate_low":null,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:41:49.310551+00:00","documents":[{"name":"FIRM & INDIVIDUAL DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048642","versionId":1048642,"submittedOn":"2026-06-16"}]},"custodians":[],"custodyNote":"Acme Jack Investments does not have custody of client assets.","leadership":[{"name":"Wellborn Jack","title":"Managing Member, President and Chief Executive Officer","crd":"3252242"},{"name":"Dan Lonergan","title":"Chief Compliance Officer","crd":"1552418"}],"ownership":[{"label":"Wellborn Jack","detail":"Managing member, president and chief executive officer in the 75% or more ownership band and a control person, since May 2021."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"330-909-1044","stateRegisteredReps":1,"otherAdviserReps":1,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":20},{"label":"Non-exchange-traded equity securities","percent":25},{"label":"U.S. government/agency bonds","percent":45},{"label":"Investment grade corporate bonds","percent":1},{"label":"Cash and cash equivalents","percent":9}],"privateFunds":0},"sources":{"adv1FilingDate":"16 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/330120/PDF/330120.pdf","brochureDate":"16 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048642","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Acme Jack Investments have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Acme Jack Investments offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Acme Jack Investments charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Acme Jack Investments have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Acme Jack Investments invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Acme Jack Investments?","answer":"Acme Jack Investments’ direct owner is Wellborn Jack (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 16 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Acme Jack Investments get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Acme Jack Investments registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Acme Jack Investments?","answer":"Its phone number is 330-909-1044. Its website is acmejackinvestments.com.","source":"Form ADV Part 1A, Item 1.F, filed 16 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}