SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Acp Capital Management, LLC
Miami, FL
CRD 138556
Firm filing updated March 30, 2026 ·
- $360.3MAssets
- 125Clients
- 12Advisory staff
- 125Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- High net worth individuals118
- Pooled vehicles7
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 118 | $218.3 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $142.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Other: "DATA AGGREGATION SERVICES"
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "DATA AGGREGATION SERVICES"
Assets and accounts
- Regulatory assets$360.3 million
- Accounts125
- DiscretionaryAll accounts
People
- Employees17
- Advisory staff12
- Broker-dealer reps14
- Licensed insurance agents0
- Planning clients0
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 138556, SEC file 801-122849.
- Registered with the SEC as an investment advisor (status date on record: December 10, 2021).
Is Acp Capital Management, LLC a fiduciary?
Short answer: Acp Capital Management, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 14 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.