← Tributary

ACT ADVISORS

ASHEVILLE, NC · CRD 173120 · IAPD ↗ · (828) 398-2802

$498.9MRegulatory AUM
4Advisory reps
10Employees
25Clients
26-50Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — ACT ADVISORS reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
December 2024 — ACT ADVISORS shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.