A
AP24 Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
AP24 Capital provides financial planning and discretionary investment management, advising on equities, fixed income, exchange-traded funds and options, and publishes periodicals and newsletters that are available to the public at no separate charge. The firm states it intends to serve individuals, high-net-worth clients, families, trusts, estates and other entities, but reported zero assets under management as of January 23, 2026.
The firm’s investment approach centers on fundamental analysis of individual securities—considering company fundamentals, valuation, macroeconomic conditions and interest-rate factors—and portfolio construction is customized to clients’ objectives, diversification needs, time horizon and tax considerations. AP24 typically manages accounts on a fully discretionary basis and may employ options as part of its strategies.
What is distinctive about AP24 is that its principal is a practicing attorney in business litigation and transactions, an affiliation that is uncommon for advisers of this type, and the firm distributes public periodicals in addition to client advisory services. The combination of an active legal practice, public publications, explicit use of derivatives in client strategies, and the firm’s recent founding with no reported AUM distinguishes its profile from many peers.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
1.0% of assets under management, subject to negotiation
Main office location
AP24 Capital
Glendale CA, United States
Number of offices
1
Most active in
AP24 Capital has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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