AMERICAN CAPITAL MANAGEMENT, INC.

RIASEC Registered
Total AUM
$97.7M
Discretionary
$97.7M
100% of AUM
Avg account
$121K
Accounts
810
Employees
10
Advisory reps
10

Firm details

Headquarters
NEW ALBANY, Indiana
CRD number
122452
Custodians
PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Other
Client types
  • HNWI53.06%
  • Individuals46.94%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

American Capital Management, Inc. is an independent registered investment adviser that acts as a capital allocator for individuals and families. The firm combines financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers to build client portfolios. Its stated fee model includes a percentage-of-AUM component, hourly charges and other fee arrangements, enabling flexible engagement types for different client needs. Investment preferences skew toward public equity exposure, with a clear emphasis on exchange-traded equities as the primary vehicle for market participation. The firm is not an active ESG investor according to its filings. In addition to public markets, American Capital Management, Inc. has ties to the real estate sector through its real estate broker affiliation, which supports access to third‑party real estate managers and private property opportunities as part of its broader allocation toolkit.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 55%, Public Funds/Mutual Funds 35%, Cash & Cash Equivalents 6%, State & Local Bonds 4%55%
  • Exchange Traded Equities55%
  • Public Funds/Mutual Funds35%
  • Cash & Cash Equivalents6%
  • State & Local Bonds4%

Contacts

3 of 10
  • LOWELL FLETCHER

    IARCRD 4466423

  • VINCENT HYMAN

    Registered RepresentativeCRD 1432345

  • LEW NEWTON

    Investment ManagerCRD 2040901

Unlock 7 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NEW ALBANY, IN

FLOYD

Location

NEW ALBANY, IN

Headquartered in NEW ALBANY, IN, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the Midwest.

Metro area
Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
Region
Midwest
County
FLOYD
Address
4222 Grant Line Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth