Acap Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$217,730,573
Clients
150
Advisors
4
across 2 offices
About
Acap Asset Management serves individual and high‑net‑worth clients as well as trusts, estates, charitable organizations and employer retirement plans. The firm offers discretionary and non‑discretionary asset management alongside standalone financial planning and consulting, retirement plan consulting, tax planning and preparation, and personalized bookkeeping services.
Portfolios are constructed from individual stocks, bonds, ETFs, options and mutual funds and are tailored to each client’s stated objectives, risk tolerance and time horizon; the firm describes a process that uses both fundamental and technical analysis and that includes ongoing monitoring and rebalancing. The brochure emphasizes a fiduciary duty and client education, noting that advisers work to understand clients’ goals and to explain the firm’s processes.
A distinctive feature of the firm is its connection to a separate accounting practice: the brochure discloses that the principal operates ACap Accounting Services and offers tax preparation, tax planning and outsourced bookkeeping under separate engagement agreements. The firm also highlights retirement plan participant education and refers readers to third‑party resources (including its CRD# on the SEC’s adviserinfo site) for additional information.
Client services
Expertise
Fee options
Financial Planning starting at $3,500; Retirement Plan Consulting flat fees range from $3,500 to $10,000
$0 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Up to $350 per hour for Retirement Plan Consulting services
Main office
See office12031 Ventura Blvd, Suite 1
Studio City CA 91604
Advisors at this office
3
Offices (2)
Most active in
California · Texas
Also doing business as
Acap Asset Management, Inc. · Ara Capital Asset Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
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.
Ariel H
Series 65
Studio City, CA
Acap Asset Management, Inc.
Ariel Hartounian is a financial advisor at Acap Asset Management, Inc. in Studio City, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Acap Asset Management, he worked at Portfolio Management LLC for one year and was a student for nine years. Acap Asset Management serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer retirement plans. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, tax planning and preparation, and personalized bookkeeping, using a process that incorporates both fundamental and technical analysis tailored to clients’ objectives and risk tolerance.
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.
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