ACORN FINANCIAL ADVISORY SERVICES, INC.
SEC RegisteredPersonalized Client Experience
About the firm
Old Dominion Investment & Retirement Advisors (ODIRA) was established by Donald L. Unger in the Richmond area in early 1991. The firm works with Acorn Financial Advisory Services (AFAS) and Great Point Capital to offer investment and insurance products. ODIRA is dedicated to providing investment management and strategic wealth planning tailored to each client's goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-based investment advisory services, retirement plans for individuals (IRAs, Rollover IRAs, Roth IRAs), retirement plans for businesses (401k, 403b, Profit Sharing, Simple, and SEP plans), employee benefit plans, tax deferred annuities (fixed, indexed, and variable), tax free retirement income strategies, 1031 exchanges and alternative investments, and insurance products (life, disability, and long term care insurance).
Who they serve
Individuals and families, as well as businesses, primarily in the Richmond, Virginia area including Henrico, Hanover, Chesterfield, Goochland, and Powhatan counties, among others.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,033 | $316M |
| High Net Worth Individuals | 551 | $871M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 35 | $212M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
18 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 1.70% |
| $1,000,001 to $5,000,000 | 1.00% |
| $5,000,001 to $10,000,000 | 0.90% |
| $10,000,001 to $20,000,000 | 0.80% |
| $20,000,001 to $50,000,000 | 0.70% |
| Over $50,000,001 | 0.60% |
Data as of April 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ACORN FINANCIAL ADVISORY SERVICES, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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