CORPORATE OVERVIEW
- Business Identity
- Legal Entity Name: Acorn Financial Advisory Services, Inc. (AFAS)
- Doing Business As (DBA): Acorn Financial Services, Inc.
- Year Founded: 1996 (Operating for over 30 years)
- Managing Partner & Principal: James Gambaccini, CFP®
- Total Assets Under Management (AUM): ~$1.4 Billion, as of 12/31/2025
- Clients Served: Over 2,000 families and business owners
- A minimum of one million dollars in investable assets is required to become a client
- Our best clients are CEOs, executives, business owners, soon-to-be retirees, and retirees
- Website: https://acorn-financial.com
- LinkedIn: https://www.linkedin.com/company/acorn-financial-services
- Facebook: https://www.facebook.com/acornfinancialservicesinc/
- Regulatory & Compliance Information
- Firm CRD Number: 116763
- SEC Registration Number: SEC#:801-66477
- Regulatory Status: SEC Registered Investment Adviser
- Broker-Dealer Affiliations: Great Point Capital, Strategic Financial Alliance, and Quincey Wells.
- Primary Custodians: Charles Schwab, AFAS also utilizes select alternative custodians based on specific client needs
- ADV Part 1 Located Here
- ADV Part 2 Located Here
- ADV Part 3 Located Here
- Primary Headquarters & Operations
- Headquarters Address: 1900 Campus Commons Drive, Suite 600, Reston, VA 20191
- Primary Phone: 703-293-3100
- Primary Fax: 703-870-2412
Satellite Locations
Manassas Office
9300 W. Courthouse Road
Suite 205
Manassas, VA 20110
Bethesda Office
4701 Sangamore Road
Suite 205-South
Bethesda, MD 20816
Richmond Office
897 Billingsgate Circle
Suite B
Henrico, VA 23238
Alexandria Office
1521 King Street
Alexandria, VA 22314
Harrisonburg Office
3211 Peoples Drive
Suite 110
Harrisonburg, VA 22801
- Key Leadership / Department Heads
- Managing Partner: James Gambaccini, CFP®
- Director of Tax & Trust Services: DeAnna Gambaccini, EA, CTFA
- Director of Estate Services & Compliance: Michael Fowler
- Director of Business Development: Jim Cummins
- Director of Operations: Justin Gambaccini
- Standard of Care
- Fiduciary
- Core Service Divisions
- Comprehensive Wealth & Investment Management
- Proactive Tax Strategy & Preparation
- Estate Architecture & Fiduciary Trust Services
- Business Executive Solutions & Exit Planning