Fee-only adviser · St. Louis, MO
Acr Alpine Capital Research, LLC
Acr Alpine Capital Research, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in St. Louis, Missouri. On its latest Form ADV, filed June 24, 2026, it reports $10.8B in regulatory assets under management, 6,960 individual clients and 11 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 110933 · SEC file 801-60694 |
| Office | 190 Carondelet Plaza Suite 1300 St. Louis, MO 63105 |
| Phone | (314) 932-7600 |
| Website | www.opportunity.acr-investfunds.com |
| Regulatory assets under management | $10.8B ($8.2B discretionary) |
| Individual clients | 6,002 non-high-net-worth, 958 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management, Educational seminars |
| Employees | 35 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in St. Louis
- Moneta Group Investment Advisors, LLC $50.5B
- Visionary Wealth Advisors, LLC $3.5B
- Plancorp, LLC $10.6B
- RBF Wealth Advisors $716M
- Tbg-Bedford Group LLC $758M
- Compass Wealth $112M
See all 57 fee-only advisers in St. Louis →
Nearby
- Ladue 1 firm
- Clayton 9 firms
- Webster Groves 1 firm
- Kirkwood 1 firm
- Creve Coeur 2 firms
- Sunset Hills 1 firm
- Chesterfield 10 firms
- Ellisville 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Acr Alpine Capital Research, LLC? Update this listing.