# Acap Asset Management, Inc.

> Acap Asset Management, Inc. is an SEC-registered investment advisory firm in Studio City, CA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 149452
- Filed as: ACAP ASSET MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Studio City, CA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149452
- AdvisorCensus page: https://advisorcensus.com/firm/acap-asset-management-inc-studio-city-ca-149452

## Quick answers

**How is Acap Asset Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Acap Asset Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Acap Asset Management, Inc. located?**
Acap Asset Management, Inc.'s principal office is in Studio City, CA, according to its Form ADV.

**Is Acap Asset Management, Inc. registered with the SEC or a state?**
Acap Asset Management, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 149452.

**How much does Acap Asset Management, Inc. manage?**
Acap Asset Management, Inc. reports $254,979,033 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (87% discretionary).

**How have Acap Asset Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Acap Asset Management, Inc.: Regulatory assets under management: $136,918,119 in the October 2021 data and $254,979,033 in the October 2026 data, up 86%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Acap Asset Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (81); individuals (other than high net worth individuals) (69); pension and profit sharing plans (but not the plan participants or government pension plans) (14).

**Which custodians does Acap Asset Management, Inc. use?**
Acap Asset Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Vanguard Marketing Corporation as custodians holding 10% or more of its separately managed account assets.

**Does Acap Asset Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/149452

**What changed in Acap Asset Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $218,036,541 to $254,979,033 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Vanguard Marketing Corporation

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $254,979,033
- Discretionary: $222,855,315
- Non-discretionary: $32,123,718

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 69 | $29,334,388 |
| High net worth individuals | 81 | $188,396,185 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | $37,248,460 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- acapam.com
- Facebook @ACapAdvisorsAccountants
- Instagram @acapadvisorsaccountants
- LinkedIn @872073
- TikTok @acapam
- X @ACAPAM
- X @MATT_CRISAFULLI
- YouTube @Acapam

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $136,918,119 | 5 | March 19, 2021 |
| October 2022 | $158,829,043 | 5 | March 2, 2022 |
| October 2023 | $167,847,017 | 5 | March 16, 2023 |
| October 2024 | $206,377,379 | 5 | July 19, 2024 |
| October 2025 | $218,036,541 | 5 | February 20, 2025 |
| October 2026 | $254,979,033 | 5 | March 20, 2026 |

Regulatory assets under management: $136,918,119 in the October 2021 data and $254,979,033 in the October 2026 data, up 86%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $218,036,541 to $254,979,033 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Acap Asset Management, Inc. (CRD 149452): Form ADV filing data as of October 2026.