Louiza Smith
ACap Advisors & Accountants · Studio City, California
Louiza Smith is a fee-only financial advisor at ACap Advisors & Accountants in Studio City, California. Louiza charges a percentage of assets, hourly fees, a flat fee or retainer and a one-time planning fee (ongoing planning from $6,000 a year and one-time plans from $4,500) and focuses on retirement planning and small business owners.
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Specialties
Who they serve
- Founders
Facts
| Firm | ACap Advisors & Accountants |
|---|---|
| Based in | Studio City, California |
| Fee model | Percentage of assets · Hourly · Flat fee or retainer · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $6,000 a year · One-time plans from $4,500 · $250 an hour · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $255.0M across 1,253 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7021660 |
| Exams passed | Series 65 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.acapam.com |
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Questions about Louiza
Is Louiza Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Louiza holds no broker registration, and ACap Advisors & Accountants reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Louiza charge for financial advice?
Louiza charges a percentage of assets, hourly fees, a flat fee or retainer and a one-time planning fee.
How much does Louiza charge?
According to ACap Advisors & Accountants's website, checked October 30, 2026: ongoing planning from $6,000 a year; one-time plans from $4,500; $250 an hour; 1% a year on the first tier of assets managed.
Where is Louiza Smith based?
Louiza Smith is based in Studio City, California.
What does Louiza specialize in?
Louiza's specialties include retirement planning and small business owners. Louiza works with founders.
Is Louiza Smith registered with the SEC?
Yes. Louiza Smith is registered as an investment adviser representative in CA (CRD 7021660), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ACap Advisors & Accountants manage?
ACap Advisors & Accountants reports $255.0M across 1,253 accounts in assets under management.
How do I contact Louiza Smith?
Through Louiza's website, www.acapam.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
- ACap Advisors & Accountants website : specialties, clients served, and fees, checked October 30, 2026
- 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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