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ANCAP Financial

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Total assets under management

$32,497,591

Total clients

38

42% high-net worth

Total advisors

2

of 2 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

19

Average account size

$855,200

About

The firm serves individual clients, including high-net-worth individuals, and provides comprehensive and ongoing financial planning, discretionary portfolio management, and retirement-plan consulting and management for employer plan sponsors. Services include one-time comprehensive plans, ongoing planning engagements (which include investment management), and retirement plan advisory and management under ERISA where applicable.

AnCap Financial tailors advice and investment policy to each client’s goals and risk tolerance, using a mix of mutual funds, ETFs, and outside managers alongside tailored asset-allocation work and periodic portfolio reviews. The firm may recommend alternative investments and outside managers when appropriate but notes limits on discretionary authority to invest directly in some nontraditional investments; clients may also impose reasonable account restrictions.

What is noteworthy about this firm is its fee design and small scale: it operates as a fee-only adviser but does not use percentage‑of‑AUM billing, instead charging fixed, hourly, or recurring fixed fees and bundling investment management into ongoing planning relationships. The firm is a recently formed, two‑advisor practice managing roughly $32.5 million for a modest client base, and it provides retirement-plan management services that can include acting as an ERISA investment manager under certain engagements.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Comprehensive Financial Plan fixed fees: $2,500 or $5,000 depending on implementation support

Project-based

$500 per hour for out-of-scope or additional implementation support

Other

Fee-only: Comprehensive Financial Plan: $2,500 without implementation support; $5,000 with 3 hours implementation support; Ongoing Financial Planning: $208 to $4,200 per month or $624 to $12,600 per quarter; Retirement Plan Management: $2,500 to $5,000 per quarter, negotiable, max 3% of plan assets

Disclosures

More info

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

Business activities & affiliations

More info

Main office location

ANCAP Financial

League City TX, United States

Number of offices

2

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Website (346) 595-7701

Advisors at this firm

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Zach L

CFP®

League City, TX

ANCAP Financial

I'm a fee-only, flat-fee financial planner who specializes in servicing retired couples and business owners. I live in League City, TX with my beautiful wife and daughter. I pride myself in the extensiveness of my financial plans, especially when it comes to tax planning. From beginning to end, I work with my clients to make sure that their path forward is crystal clear. I execute all action steps needed to put their roadmap into reality and help them avoid common mistakes and pitfalls along the way. My fees have always been and always will be flat. I receive no referral fees or kickbacks from professionals I may refer clients to, and charge no AUM fees.

General retirement planning Business ownership considerations Baby Boomers (Born 1946-1964)
user avatar

Michael M

Series 66

League City, TX

ANCAP Financial
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