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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- FusionCrest legacy +more
- Established Date
- 08-01-2023
- Office Locations
- 2
Office Locations
About Ancap Financial
AnCap Financial is a Texas-based, fee-only financial planning firm serving current/aspiring retirees and business owners. Led by CFP founder Zach Lopez, the team focuses on education, transparency, and tax-intelligent planning, charging flat annual fees with no AUM-based portfolio management or hidden investment fees. Client portfolios are primarily implemented with ETFs, supported by an online client portal.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Zachary Emmanuel Lopez
Chief Executive Officer, President
- CRD
- #6936210
- Ownership
- 75% or more
TREVOR MAZYAR SHAKIBA
Financial Planner, Limited Partner
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Michael Lloyd McLaughlin
--
- CRD
- #8012714
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,785,600 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,785,600 | -- |
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Separately Managed Accounts
Total SMA Asset: $62,785,600
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,602,093,536 | 26.2% |
| Public Funds | $1,950,640,603 | 31.9% |
| Cash | $1,693,816,448 | 27.7% |
| Municipal Bonds | $868,310,237 | 14.2% |
| Total | $6,114,860,824 | 100.0% |