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ACAP ASSET MANAGEMENT, INC.

STUDIO CITY, CA · CRD 149452 · IAPD ↗ · 8182728511

$255.0MRegulatory AUM
5Advisory reps
5Employees
1Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
March 2024 — ACAP ASSET MANAGEMENT, INC. reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.