Wealth Manager
    SEC Registered
    Manages Private Funds

    American Capital Advisory, LLC

    Registered investment advisor · Ketchum, Idaho · CRD #141944

    Assets Under Management
    $334M
    Client Accounts
    867
    Employees
    7
    CRD Number
    141944
    Registration
    SEC Registered
    Custodian
    Charles Schwab

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About American Capital Advisory, LLC

    American Capital Advisory, LLC is a SEC-registered investment advisory firm headquartered in Ketchum, Idaho, managing approximately $334M in regulatory assets across 867 client accounts. The firm's full regulatory record is filed with the SEC under CRD #141944.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for American Capital Advisory, LLC

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    Frequently Asked Questions

    What is American Capital Advisory, LLC's AUM?

    American Capital Advisory, LLC reports approximately $334M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is American Capital Advisory, LLC headquartered?

    American Capital Advisory, LLC is headquartered in Ketchum, Idaho.

    What is American Capital Advisory, LLC's CRD number?

    American Capital Advisory, LLC's CRD number is 141944. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does American Capital Advisory, LLC manage?

    American Capital Advisory, LLC manages approximately 867 client accounts according to its latest SEC filing.

    Is American Capital Advisory, LLC SEC registered?

    Yes, American Capital Advisory, LLC is registered with the SEC as an investment adviser with an approved registration status.

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