American Capital Advisory, LLC is a large advisory firm based in Ketchum. It manages $109 million of regulatory assets for 350 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California, Idaho, Maryland, and Virginia.
American Capital Advisory provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of American Capital Advisory, LLC is $109 million. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay American Capital Advisory, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Huntley Gibson Davenport is high net worth individuals with 45 clients and $85 million of assets under management. Among the 9 most similar advisory firms, American Capital Advisory has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $109 million for 166 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
American Capital Advisory doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Huntley Gibson Davenport has been acting as President since 1 Sep 2014. Matthew Ross Mcneal joined the executive team most recently as the Managing Director.
The principal office where American Capital Advisory, LLC performs its advisory services is located at 500 North Washington, Ketchum, ID 83340 The mailing address of the firm is Po Box 4356, Ketchum, ID 83340 4356. An additional office of the firm is in Virginia Beach, VA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 208-710-8669 or by fax 208-549-7016. The normal business hours are 7:30-3:30pm on Monday - Friday. You can find more information about the New York firm at investaca.com.