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- Custodian
- Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-14-2009
- Office Locations
- 2
Office Locations
About Acap Asset Management, Inc.
ACap Advisors & Accountants is a Los Angeles-based, boutique fee-only wealth management and CPA firm providing holistic financial planning alongside ongoing investment management. Services include retirement planning, education planning, 401(k)/pension plans, and accounting and business tax support (bookkeeping and payroll), with estate planning coordinated via vetted attorneys. Client accounts are custodied at Charles Schwab or TD Ameritrade, with detailed quarterly performance reporting.
Reported data analysis
What the numbers show
Between February 20, 2025 and March 20, 2026, reported AUM increased 16.9%, from $218.0M to $255.0M.
Across 5 reported observations, AUM increased 60.5% between March 2, 2022 and March 20, 2026, from $158.8M to $255.0M.
Of the latest reported AUM, 87.4% is discretionary and 12.6% is non-discretionary.
The firm reports 5 advisory representatives and 165 clients, or 33 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 2 reported office locations and 17 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
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- Services
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The full Acap Asset Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ARA OGHOORIAN
Chief Compliance Officer, President
- CRD
- #5491367
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MATTHEW ALEXANDER CRISAFULLI
Partner
- CRD
- #6451884
Ariel Hartounian
Wealth Management Associate
- CRD
- #7994927
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $222,855,315 | $255,568 |
| Non-Discretionary | $32,123,718 | $84,314 |
| Total | $254,979,033 | $203,495 |
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Separately Managed Accounts
SMA allocation detail is available
Acap Asset Management, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.