Acap Asset Management, Inc. logo

Acap Asset Management, Inc.

Updated today

Client assets under management

$217,730,573

Clients

150

54% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

38

Low

Average account size

$1,451,537

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

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Tax-loss harvesting General tax planning Retirement plans for business owners (SEP, solo 401k) Passive / index investing Active portfolio management

Fee options

Fixed

Financial Planning starting at $3,500; Retirement Plan Consulting flat fees range from $3,500 to $10,000

Percentage

$0 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Project-based

Up to $350 per hour for Retirement Plan Consulting services

Main office location

Acap Asset Management, Inc.

12031 Ventura Blvd, Suite 1

Studio City CA 91604, United States

Number of offices

1

Most active in

California · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Louiza S

Series 65

Studio City, CA

Acap Asset Management, Inc.

Louiza Smith is a financial advisor at Acap Asset Management, Inc. in Studio City, CA, holding a Series 65 designation with seven years of industry experience. She has been with Acap Asset Management since 2016. Acap Asset Management provides investment advisory services to individuals, trusts, and pension/profit-sharing plans, offering discretionary asset management, financial planning, retirement plan consulting, tax planning, and bookkeeping. The firm integrates fundamental and technical analysis with tax-sensitive strategies and emphasizes client education and regular account reviews.

Tax-loss harvesting General tax planning Retirement plans for business owners (SEP, solo 401k) Passive / index investing Active portfolio management
user avatar

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.

Tax-loss harvesting General tax planning Retirement plans for business owners (SEP, solo 401k) Passive / index investing Active portfolio management
user avatar

Ariel H

Series 65

Studio City, CA

Acap Asset Management, Inc.

Ariel Hartounian is a financial advisor with Acap Asset Management, Inc. in Studio City, CA, holding a Series 65 license and one year of industry experience. Prior to joining Acap Asset Management, he worked at Portfolio Management LLC for one year. Acap Asset Management provides investment advisory services to individuals, trusts, and pension/profit-sharing plans, offering discretionary asset management, financial planning, tax planning, and retirement plan consulting. The firm integrates fundamental and technical analysis with tax-sensitive strategies and emphasizes client education and regular account reviews.

Tax-loss harvesting General tax planning Retirement plans for business owners (SEP, solo 401k) Passive / index investing Active portfolio management
user avatar

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.

Tax-loss harvesting General tax planning Retirement plans for business owners (SEP, solo 401k) Passive / index investing Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")