Overview
Assets Under Management: $218 million
Headquarters: STUDIO CITY, CA
High-Net-Worth Clients: 65
Average Client Assets: $3 million
Frequently Asked Questions
ACAP ASSET MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149452), ACAP ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
ACAP ASSET MANAGEMENT, INC. is headquartered in STUDIO CITY, CA.
ACAP ASSET MANAGEMENT, INC. serves 65 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, ACAP ASSET MANAGEMENT, INC. offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
ACAP ASSET MANAGEMENT, INC. manages $218 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, ACAP ASSET MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.55
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,204
Discretionary Accounts: 833
Non-Discretionary Accounts: 371
Regulatory Filings
CRD Number: 149452
Last Filing Date: 2025-02-20 00:00:00
Website: https://acapam.com