American Capital Management Inc
- Regulatory AUM
- $2.1B
- Discretionary
- $2.1B
- Clients
- 333
- Avg AUM / client
- $6.3M
- Accounts
- 498
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 272 | $885M | 41.9% |
| Pooled investment vehicles (non-investment companies) | 1 | $524M | 24.8% |
| Pension and profit sharing plans | 6 | $7.9M | 0.37% |
| Charitable organizations | 18 | $209M | 9.89% |
| Corporations and other businesses | 36 | $486M | 23.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Employees' Retirement Plan Of American Kennel Club American Kennel Club | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Vail, Thomas, Wells | Managing Director | Aug 2007 (19y) | Less than 5% | |
| Mary Catherine Mcrae | Executive Vice President | CFA | Sep 2010 (16y) | Less than 5% |
| Kristin Gamble | Senior Managing Director | CFA | Dec 2015 (11y) | Less than 5% |
| David Mark La Valle | President, Chief Executive Officer And Chief Investment Officer | Aug 2019 (7y) | Less than 5% | |
| Meagher, Michael, Joseph | Managing Director, Chief Compliance Officer | Oct 2019 (7y) | Less than 5% | |
| Estate Of La Valle, Jr., Luke, Paul | Shareholder | May 2024 (2y) | 50% – 75% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Longlevens, Llc | Shareholder | Aug 2014 | A | 10% – 25% |
| Lavalle Brothers Dynasty Trust Fbo David M. Lavalle | Ann W. Lavalle, Trustee | Mar 2016 | A | 10% – 25% |
| Lavalle Brothers Dynasty Trust Fbo Michael P. Lavalle | Ann W. Lavalle, Trustee | Mar 2016 | A | 10% – 25% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Employees' Retirement Plan Of American Kennel Club | American Kennel Club | 108 | $61.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 996 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- J.P. Morgan $1.3B (41% of AUM) Jun 2024
- Bank Of America, National Association $1.1B (52% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗