David Betz
American Capital Management · New Albany, Indiana
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.
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Facts
| Firm | American Capital Management |
|---|---|
| Based in | New Albany, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $97.7M across 810 accounts |
| SEC registration | Investment adviser representative in IN, KY · CRD 1795419 |
| Exams passed | Series 63 (1988) · Series 65 (2008) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.amercap.com |
How David's firm compares
- American Capital Management's average account is about $121,000, from its Form ADV (assets managed divided by 810 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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