American Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
American Capital Management serves a broad mix of individual clients (including high‑net‑worth households), retirement plans, charitable institutions, foundations, trusts and estates. The firm provides discretionary portfolio and asset management, written financial planning and consultations, and referrals to a range of third‑party money managers and TAMPs.
Investment advice is tailored to each client’s goals and typically implemented in portfolios of mutual funds, ETFs, individual stocks and bonds; accounts are reviewed at least quarterly and the firm generally operates with discretionary trading authority. American Capital offers two in‑house model/managed programs alongside multiple third‑party program options and monitors third‑party manager performance as part of ongoing client reviews.
A distinctive feature noted in the brochure is an affiliation with real‑estate brokerage and ownership/management interests in rental properties, which the firm discloses as a potential related‑party activity. The team also includes multiple advisors who hold broker‑dealer registrations and insurance licenses, so clients may encounter both fee‑based advisory services and commissionable product offerings; the firm states policies to disclose and manage those conflicts.
Client services
Expertise
Occupation focus
Fee options
$0 - $100,000: 2.00% annually $100,001 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Certain representatives receive commissions from brokerage and insurance products sold through affiliated broker/dealer Regulus Financial Group
Hourly consulting fees ranging from $75 to $250 per hour depending on service level
Account minimum: $10,000 for Allocation Perspectives Portfolio; $25,000 for Allocation Insights Portfolio; minimums for 3rd party managed accounts vary by program and sponsor Fee-only: Portfolio management fees are negotiable and may also be a fixed dollar amount; financial planning fees based on household income (max 2.5%, min $500)
Main office
See office4222 Grantline Road
New Albany IN 47150
Advisors at this office
7
Offices (4)
Most active in
Florida · Indiana · Kentucky · Ohio
Also doing business as
American Capital Management, Inc. · Jt Davis Asset Management, LLC
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:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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