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American Capital Management, Inc.

American Capital Management, Inc.. CRD 122452

American Capital Management, Inc. logo

CRD: 122452

American Capital Management, Inc.

NEW Albany, IN, 47150
8129459888
$97.7M Total AUM
$97.7M Disc. AUM
-- 3Y CAGR
10 Employees
440 ADV. Clients
34 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail
Platforms
Unison
Established Date
07-30-1991
Office Locations
7

Office Locations

1900 Polaris Parkway Columbus OH
230 S Tamiami Trail Suite 3-H Venice FL
2305 River Road Louisville KY

About American Capital Management, Inc.

American Capital Management, Inc. (ACM) is an independent SEC-registered investment adviser founded in 1980, focused on disciplined growth investing in small- and mid-sized companies. The firm advises endowments and foundations, retirement funds, family offices, and wealth advisors, building concentrated, long-term portfolios grounded in fundamental research. ACM also offers the ACM Eagle Growth Fund (Irish UCITS).

Team overview

64 AVG AGE
$9.8M AVG AUM / ADVISOR
$222.1K AVG AUM / CLIENT
12.8 yrs AVG TENURE
10 Employees
10 Advisory Reps
10 RIA Reps
34yrs Firm Age

Insights

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Asset Classes

Vertex

Client Personas

Harbor

Investment Themes

Timber Prime Crest Alpha

Investment Vehicles

Quantum

Services

Signal Zenith peak Crest Signal vital Vector catalyst Timber vital Alpha glacier

Technology

Legacy

Owner & Executives

TIMOTHY ERIC PEOPLES

TIMOTHY ERIC PEOPLES

Chief Compliance Officer, President

CRD
#1026456
Ownership
75% or more
(814) 964-7393
vertex.legacy@pathwaycapital.com
in linkedin.com/in/alpha-matrix
L

LOWELL THOMAS FLETCHER

CHIEF OPERATING OFFICER, Director

CRD
#4466423
Ownership
Less than 5%
(241) 451-6451
ridge.glacier@summitcapital.com
in linkedin.com/in/vital-pathway

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Contacts

David Charles Betz

David Charles Betz

Senior Vice President–Wealth Management, Financial Advisor

CRD
#1795419
(495) 693-6273
value.pathway@beaconcapital.com
in linkedin.com/in/radial-atlas
JOHNATHON THOMAS DAVIS

JOHNATHON THOMAS DAVIS

Financial Advisor, General Partner

CRD
#2294210
(402) 874-5741
bridge.optima@beaconcapital.com
in linkedin.com/in/vector-atlas
Z

Zenith meridian

Optima matrix glacier

CRD
#49872
(918) 922-9394
matrix.insight@insightcapital.com
in linkedin.com/in/frontier-legacy

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $97,742,000 --
Non-Discretionary $0 --
Total $97,742,000 --

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Separately Managed Accounts

Total SMA Asset: $97,742,000

$97.7M Total SMA
Equity - Exchange:
14.8%
Public Funds:
31.3%
Cash:
41.0%
Municipal Bonds:
12.9%
Asset class Assets Assets %
Equity - Exchange $124,526,471 14.8%
Public Funds $263,356,659 31.3%
Cash $344,971,982 41.0%
Municipal Bonds $108,539,965 12.9%
Total $841,395,077 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
RADIAL ALPHA CAPITAL TIMBER SIGNAL SQ1J99K19 AZIDU 8.81% $7,311,793
BRIDGE ATLAS BEACON DELTA WAVE 20COTK616 TEPZJ 4.88% $39,371,430
GLACIER PIONEER OPTIMA ALPHA MDJBA9BWB FVX 7.06% $78,842,127
SIGNAL ATLAS ELEMENT RADIAL 5P63Y232J CHPX 3.72% $9,390,409
LEGACY RADIAL MATRIX PATHWAY 4S4LQAWEL OXM 10.98% $33,118,973
EAGLE BRIDGE DELTA RIDGE EAGLE 5QBT1Y5IH SZE 11.75% $118,576,822
FOUNDATION SUMMIT FUSION SUMMIT B3F8SCLEN WTCB 6.94% $94,308,456
PRIME ZENITH EMBER MOMENTUM W6EBS5R8D PJV 8.73% $111,948,978

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