American Capital Wealth Managers LLC is a large advisory firm based in Naples. It manages $127.19 million of regulatory assets for 567 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Florida and Utah.
American Capital Wealth Managers provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of American Capital Wealth Managers LLC is $127.19 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay American Capital Wealth Managers LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where American Capital Wealth Managers LLC performs its advisory services is located at 999 Vanderbilt Beach Road, Naples, FL 34108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 239-325-1886 or by fax 239-325-1884. The normal business hours are by appointment only on Monday - Friday.