# David Betz

> David Betz is a fee-only financial advisor at American Capital Management in New Albany, Indiana. American Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-betz/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** American Capital Management
- **Based in:** New Albany, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $97.7M across 810 accounts
- **CRD:** 1795419 (https://adviserinfo.sec.gov/individual/summary/1795419)
- **SEC registration:** Investment adviser representative in IN, KY
- **Exams passed:** Series 63 (1988), Series 65 (2008)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.amercap.com

## Frequently asked questions

### Is David Betz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and American Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, American Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is David Betz based?

David Betz is based in New Albany, Indiana.

### Is David Betz registered with the SEC?

Yes. David Betz is registered as an investment adviser representative in IN and KY (CRD 1795419), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does American Capital Management manage?

American Capital Management reports $97.7M across 810 accounts in assets under management.

### How do I contact David Betz?

Through David's website, www.amercap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1795419): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.