← Back to searchVisit website
AMERICAN CAPITAL ADVISORY, LLC
CRD 141944 · SEC 801-112853
500 NORTH WASHINGTON, SUITE 202, KETCHUM, ID, 83340, United States
Phone
208-710-8669
Fax
208-549-7016
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$334.4M
Discretionary AUM
$329.8M
Team
7 total employees; 7 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 291 | $65.8M |
| High net worth individuals | 76 | $237.4M |
| Pooled investment vehicles | 1 | $2.3M |
| Charitable organizations | 11 | $26.3M |
| Corporations/business entities | 5 | $2.6M |
States served
CA, GA, ID, NY, OR, VA
All web addresses on file
Official SEC filing: View on IAPD