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Acs Investment Advisors Inc (Madison)


Acs Investment Advisors Inc is a large advisory firm based in Madison. It manages $649.29 million of regulatory assets for 1,004 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 10 other states.

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Acs Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Acs Investment Advisors: assets under management

The assets under management (AUM) of Acs Investment Advisors Inc is $649.29 million. The firm's AUM has grown by 74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $547.65 million in discretionary accounts and $101.64 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $562.85 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.28 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Acs Investment Advisors Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Robert Garland Armstrong Shareholder, president 1 Sep 1985 25% - 50% 7368
Edward Celnicker Shareholder, vice president 1 Sep 1985 25% - 50% 832929
Robert Garland Armstrong Shareholder, president and treasurer 1 May 2003 25% - 50% 7368
Edward Celnicker Shareholder and director 1 May 2003 25% - 50% 832929

Based in Madison

The principal office where Acs Investment Advisors Inc performs its advisory services is located at 10 East Doty Street, Madison, WI 53703, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 608-250-7120. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.acsinvest.com.


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