American Capital Advisory, LLC

RIASEC Registered

Total AUM

$334M

Discretionary

$330M

99% of AUM

Avg account

$386K

Accounts

867

Employees

Advisory reps

Firm details

Headquarters: Ketchum, Idaho
CRD number: 141944
Registered since: April 20, 2018
Website: www.investaca.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI70.99%
Individuals19.68%
Charitable Organizations7.87%
Corporations / Businesses0.78%
Pooled Investment Vehicles0.67%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

American Capital Advisory, LLC is an independent registered investment adviser that operates as a limited liability company and is registered with the SEC (registered in 2018). The firm describes itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and the selection of other advisers. The firm bills using a mix of percentage-of-AUM, hourly and fixed fees, and performance-based arrangements. American Capital Advisory does not identify as an active ESG investor.