Lexington, KY Office
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American Capital Management, Inc.
Team
Firm-wide stats for American Capital Management, Inc.
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.
Based on American Capital Management, Inc.
Expertise
Based on American Capital Management, Inc.
Location
444 E Main Street, Suite 101
Lexington KY 40507
Advisors at this office
1
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