Advisors at this firm
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.
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.
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.
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.