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Let’s see if we’re the right fit.

A short set of questions — five minutes, no documents. A member of our team reviews every inquiry personally and follows up within one business day.

Fee-Only Fiduciary

CPA + CFA + CFP®

Reply in 1 business day

A

Hi – i’m Ara. Let’s start with the basics

Have a question?

15%

Step 1 of 4

First, the basics.

A

Thanks, Jane. Which best describes what you’re looking for?

Have a question?

40%

Step 2 of 4

A

Great — let’s make sure we’re set up to help with both.

Have a question?

70%

Step 3 of 4

Select all that apply.

Clients who engage us for both ongoing wealth management and tax/accounting services are subject to a combined minimum annual engagement of $10,000. This minimum may be met through a combination of wealth management fees and tax/accounting fees.

Does this align with your expectations?

Excluding real estate.

Thank you for your interest in ACap. Our wealth management services are designed for clients with at least $1 million in investable assets. Based on the information you provided, it appears our service model may not be the best fit at this time. If your circumstances change, we’d be happy to hear from you.

Based on your response, it appears our service model may not align with your current needs. We appreciate your interest and wish you all the best.

Visit us

Or come by the office.

We’re in Glendale, ten minutes from the 134, with validated parking. Most clients we meet in person come up from greater LA, Pasadena, and the Westside.

Address

505 N. Brand Blvd
Suite 1500

Glendale, CA 91203

Hours

Mon – Thu · 9 to 6
Friday · 9 to 4

Sat – Sun by appt.

Phone

(818) 200 · 1700

Partner or associate · never a switchboard

Parking & Transit

Validated garage
Glendale Metrolink · 4 min walk

ACap Advisors505 N. Brand Blvd · Suite 1500

Common questions

Before you fill out the form.

Five things we hear from almost every prospective client. Read these and you’ll have a much better first call.

How fast do you actually reply?

Within one business day, every time. Median reply time over the last 12 months is 4 hours and 12 minutes — and that includes weekends and holidays in the denominator.

Will I be passed to a junior associate after the first call?

No. The partner you speak to first is the partner who’d be on your engagement. We’ve intentionally kept the firm small — about 80 households across four senior advisors — so this is structurally true, not aspirational.

What if I’m not sure I qualify?

Send the form. We’ll say so honestly if your situation is better served elsewhere — and we’ll usually point you to two or three firms we trust with the work.

Do you take meetings outside California?

Yes — about 30% of our households are out of state. Initial calls are video-first; in-person meetings happen in Glendale or, for family-office engagements, on-site at the family’s residence once a year.

Can I just ask a one-off question without engaging?

Yes. The first call is genuinely free of obligation. About a third of conversations don’t lead to engagement, and that’s fine — we’d rather earn the right relationship than fill a slot.

Why this works

Most of the families we serve
were sent by another family
we already serve.

Sixty percent of new engagements come from existing client referrals. We don’t pay for them — and we don’t accept referral fees on outbound, either. The compounding effect is the only marketing budget we have.

60%

From client referrals

14 yrs

Average client tenure

<1 day

Response time to every inquiry

0$

Referral fees paid or accepted

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