Fee-only adviser · Clive, IA
Acumen Associates LLC
Acumen Associates LLC is a fee-only investment adviser registered with the securities regulator of Iowa, with a mailing address in Clive, Iowa (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 31, 2026, it reports $627K in regulatory assets under management, 9 individual clients and 1 employee who gives 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 | State-registered: Iowa |
|---|---|
| Firm CRD number | 314041 |
| Office | Clive, IA (mailing address; office not published) |
| Phone | (617) 335-5495 |
| Website | www.acumenassociates.biz |
| Regulatory assets under management | $627K |
| Individual clients | 9 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 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 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 Clive
- Weis Advisory $226M
- Omni Wealth Management $37M
- Acadia Legacy Group $133M
- Woodlands Capital Management, LLC $5.7M
See all 5 fee-only advisers in Clive →
Nearby
- Urbandale 4 firms
- West Des Moines 10 firms
- Waukee 1 firm
- Windsor Heights 1 firm
- Des Moines 7 firms
- Johnston 3 firms
- Ankeny 2 firms
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