Ancap Financial
Firm details
- Headquarters
- ,
- CRD number
- 328249
- Website
- ancapfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI82.91%
- Individuals13.86%
- Pension & Profit Sharing Plans2.75%
- Charitable Organizations0.48%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Ancap Financial is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include hourly billing and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
Owners & executives
1 of 1
Zachary Lopez
Founder & CEOCRD 6936210
Contacts
2 of 2Trevor Shakiba
Limited PartnerCRD 4629218
Michael McLaughlin
Financial PlannerCRD 8012714
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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