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ACAP ASSET MANAGEMENT, INC.
CRD 149452 · SEC 801-118117
12031 VENTURA BLVD, SUITE 1, STUDIO CITY, CA, 91604, United States
Phone
8182728511
Fax
8182728510
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$255.0M
Discretionary AUM
$222.9M
Team
5 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $29.3M |
| High net worth individuals | 81 | $188.4M |
| Pension/profit sharing plans | 14 | $37.2M |
States served
CA, TX
All web addresses on file
- HTTP://WWW.ACAPAM.COM
- HTTPS://TWITTER.COM/ACAPAM?LANG=EN
- HTTPS://TWITTER.COM/MATT_CRISAFULLI
- https://www.youtube.com/c/Acapam/featured
- https://www.tiktok.com/@acapam
- https://www.instagram.com/acapadvisorsaccountants/?hl=en
- https://www.facebook.com/ACapAdvisorsAccountants/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/872073/
Official SEC filing: View on IAPD