A complete list of active advisors currently associated with American Capital Management, Inc.

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

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.

To learn more about the advisors currently working at American Capital 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.