# Ancap Financial

> Ancap Financial is a state-registered investment advisory firm, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 17, 2026.

- CRD: 328249
- Filed as: ANCAP FINANCIAL
- Legal name: Ancap Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328249
- AdvisorCensus page: https://advisorcensus.com/firm/ancap-financial-328249

## Quick answers

**How is Ancap Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Ancap Financial reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Ancap Financial registered with the SEC or a state?**
Ancap Financial is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328249.

**How much does Ancap Financial manage?**
Ancap Financial reports $62,785,600 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (100% discretionary).

**What types of clients does Ancap Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33); high net worth individuals (31); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Does Ancap Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328249

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $62,785,600
- Discretionary: $62,785,600
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $8,701,414 |
| High net worth individuals | 31 | $52,056,068 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $1,729,436 |
| Charitable organizations | Fewer than 5 | $298,682 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2023 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ancapfinancial.com
- Facebook @zachary.lopez.7731
- LinkedIn @zachary-lopez
- X @zachlopezcfp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ancap Financial (CRD 328249): Form ADV filing data as of October 2026.