RE

Robert E Emrich

21 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
3 clients
Average Client Portfolio
$37.6M average
Assets Under Management
$112.9M

Fee Structure

Acruence Capital's fees are negotiable and depend on the services provided. Fees are based on factors such as complexity, assets managed, and time involved. The firm provides sub-advisory services, outsourced CIO services, and manages accounts for high-net-worth individuals. Specific fee schedules are provided in the investment advisory agreement.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

110 Monach Lane, Austin, TX, 78737

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert is the Managing Partner of Acruence Capital, LLC, an SEC-registered investment advisory firm, dedicating about half of his time. He also devotes about 10-20% of his time as a sub-adviser to Acruence Active Hedge U.S. Equity ETF (XVOL).

Employment History
Current Registrations
Acruence Capital, LLC
May 2020 - Present · 5 yrs 8 mos
Castleview Partners, LLC
June 2017 - Present · 8 yrs 7 mos
Previous Registrations
Lake Point Wealth Management, LLC
May 2020 - July 2022 · 2 yrs 2 mos
Manning & Napier Investor Services, INC.Broker
December 2014 - June 2017 · 2 yrs 6 mos
Manning & Napier Advisors, LLC
November 2014 - June 2017 · 2 yrs 7 mos
Sensus Wealth Management Group LLC
July 2014 - October 2014 · 3 mos
Janus Distributors LLCBroker
November 2008 - February 2011 · 2 yrs 3 mos
Alliancebernstein Investments, INC.Broker
April 2006 - October 2008 · 2 yrs 6 mos
Alliancebernstein L.P.
April 2006 - October 2008 · 2 yrs 6 mos
Lord, Abbett & CO. LLC
March 2004 - April 2006 · 2 yrs 1 mo
Lord Abbett Distributor LLCBroker
February 2004 - April 2006 · 2 yrs 2 mos
Citicorp Investment Services
July 2003 - January 2004 · 6 mos
Citicorp Investment ServicesBroker
June 2003 - January 2004 · 7 mos
Triad Advisors, INC.
September 2002 - June 2003 · 9 mos
Triad Advisors, INC.Broker
September 2002 - June 2003 · 9 mos
Citicorp Investment ServicesBroker
July 2001 - September 2002 · 1 yr 2 mos
Morgan Stanley Dw INC.Broker
September 2000 - May 2001 · 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Robert E Emrich - Financial Advisor | AdvisorDiscover