Firm
American Capital Management
New Albany, Indiana
Fee-only
American Capital Management at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 6 advisors are listed here.
- Its Form ADV reports 10 employees and 440 individual clients, 58 of them high net worth.
- Its average account is about $121,000 (assets it manages divided by its 810 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | New Albany, Indiana |
|---|---|
| Website | amercap.com |
| Phone | (812) 945-9888 |
American Capital Management fees
American Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $98 million |
| Individual clients | 382 |
| High-net-worth clients | 58 |
| Accounts managed | 810 |
| Employees | 10 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 20, 2026 |
| SEC record | CRD 122452 |