Overview
Assets Under Management: $234 million
Headquarters: KETCHUM, ID
High-Net-Worth Clients: 76
Average Client Assets: $2 million
Frequently Asked Questions
AMERICAN CAPITAL ADVISORY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141944), AMERICAN CAPITAL ADVISORY, LLC is subject to fiduciary duty under federal law.
AMERICAN CAPITAL ADVISORY, LLC is headquartered in KETCHUM, ID.
AMERICAN CAPITAL ADVISORY, LLC serves 76 high-net-worth clients according to their SEC filing dated December 03, 2024. View client details ↓
According to their SEC Form ADV, AMERICAN CAPITAL ADVISORY, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
AMERICAN CAPITAL ADVISORY, LLC manages $234 million in client assets according to their SEC filing dated December 03, 2024.
According to their SEC Form ADV, AMERICAN CAPITAL ADVISORY, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.73
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 708
Discretionary Accounts: 705
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 141944
Last Filing Date: 2024-12-03 00:00:00
Website: https://investaca.com