A complete list of active advisors currently associated with Acap Asset Management, Inc.

Warmer can help you find a great advisor at Acap Asset Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Acap Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.