American Capital Advisory, LLC
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
FINTRXOverview
American Capital Advisory, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm serves both individual/family clients and institutional accounts and identifies itself as a capital allocator. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of other advisers. Fee arrangements are varied and include percentage-of-AUM, hourly, fixed-fee and performance-based structures. The firm does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents11%
- US Government Bonds8%
- State & Local Bonds1%
Contacts
3 of 7
Aurelie Bayer-Boloix
Financial PlannerCRD 7887617
Matthew Cullen
Portfolio Manager and Research AnalystCRD 3085144
Matthew Mcneal
DirectorCRD 5668796
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 175Active vs passive
$214M in ETFs
18%
$37.5M
82%
$177M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $32.1M | 724,338 | 14.99% |
Location
Ketchum, ID
Blaine
Location
Ketchum, ID
Headquartered in Ketchum, ID, in the West of the United States.
- Region
- West
- County
- Blaine
- Address
- 500 N Washington
- Time zone
- MT (UTC-7)
- Office locations
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