AMERICAN CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- NEW ALBANY, Indiana
- CRD number
- 122452
- Website
- www.amercap.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents6%
- State & Local Bonds4%
Contacts
3 of 10LOWELL FLETCHER
IARCRD 4466423
VINCENT HYMAN
Registered RepresentativeCRD 1432345
LEW NEWTON
Investment ManagerCRD 2040901
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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