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Louiza S

Series 65

Studio City, CA

Acap Asset Management, Inc.

Louiza Smith is a Series 65-licensed advisor at Acap Asset Management, Inc. with seven years of industry experience. She has worked at Acap Asset Management since 2016. Acap Asset Management serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary and non-discretionary asset management alongside financial planning, retirement plan consulting, tax planning and preparation, and personalized bookkeeping services.

Tax-loss harvesting General tax planning Retirement plans for business owners (SEP, solo 401k) Passive / index investing Active portfolio management
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Ara O

CFP®, CFA®, Series 65

La Verne, CA

Acap Asset Management, Inc.

Ara Oghoorian is a CFP®, CFA®, and Series 65 credentialed advisor with 17 years of experience at Acap Asset Management, Inc. He also serves as a board member for Mission Valley Bank and Orbit Health, contributing to the oversight of bank management and strategic growth in telemedicine. Additionally, he is a Certified Public Accountant at Acap Accounting Services, Inc. Acap Asset Management, Inc. provides investment advisory services to individuals, trusts, and pension/profit-sharing plans, offering tailored portfolios and comprehensive financial planning. The firm integrates investment management with tax and retirement-plan consulting, leveraging both fundamental and technical analysis alongside tax-sensitive strategies.

Tax-loss harvesting General tax planning Retirement plans for business owners (SEP, solo 401k) Passive / index investing Active portfolio management
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Ariel H

Series 65

Studio City, CA

Acap Asset Management, Inc.

Ariel Hartounian is a financial advisor with Acap Asset Management, Inc. in Studio City, CA, holding a Series 65 license and one year of industry experience. Prior to joining Acap Asset Management, he worked at Portfolio Management LLC for one year. Acap Asset Management provides investment advisory services to individuals, trusts, and pension/profit-sharing plans, offering discretionary asset management, financial planning, tax planning, and retirement plan consulting. The firm integrates fundamental and technical analysis with tax-sensitive strategies and emphasizes client education and regular account reviews.

Tax-loss harvesting General tax planning Retirement plans for business owners (SEP, solo 401k) Passive / index investing Active portfolio management
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Matthew C

CFP®, Series 65

Studio City, CA

Acap Asset Management, Inc.

Matthew Crisafulli is a CFP® with 11 years of industry experience, currently serving at Acap Asset Management, Inc. since 2014. He holds the Series 65 designation and works from Studio City, CA. Acap Asset Management, Inc. provides investment advisory services to individuals, trusts, and pension/profit-sharing plans, offering tailored portfolios that include a variety of securities and incorporate both fundamental and technical analysis. The firm integrates investment management with tax and retirement-plan consulting services, supported by its affiliation with a Certified Public Accountant.

Tax-loss harvesting General tax planning Retirement plans for business owners (SEP, solo 401k) Passive / index investing Active portfolio management
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