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ACAP ASSET MANAGEMENT, INC.
CRD 149452File 801-118117
APPROVED
Retail clients
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$255.0M
Below cohort median (national)
Discretionary AUM
$222.9M
Non-discretionary $32.1M
Clients
164
1,253 accounts
Employees
5
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 21, 2020
- Principal office
- 12031 VENTURA BLVD, SUITE 1, STUDIO CITY, CA, 91604
- Phone
- 8182728511
- Website
- HTTP://WWW.ACAPAM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $255.0M
- Discretionary AUM
- $222.9M
- Non-discretionary AUM
- $32.1M
- Discretionary accounts
- 872
- Non-discretionary accounts
- 381
- Total accounts
- 1,253
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 81 | $188.4M |
| Pension and profit sharing plans | 14 | $37.2M |
| Individuals (other than high net worth individuals) | 69 | $29.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.