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- Custodian
- Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2009
- 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.
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Custodian
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Owner & Executives
ARA OGHOORIAN
Chief Compliance Officer, President
- CRD
- #5491367
- Ownership
- 75% or more
CARINA KAFTARIAN OGHOORIAN
VICE PRESIDENT
- CRD
- #5641202
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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MATTHEW ALEXANDER CRISAFULLI
Partner
- CRD
- #6451884
Ariel Hartounian
Wealth Management Associate
- CRD
- #7994927
Showing 2 of 5 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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