National Retirement Planning Experts

National Coverage
Local Professionals

AMERICAN CAPITAL ADVISORY, LLC

500 North Washington
Suite 202
Ketchum, Idaho 83340
Tel: 208-710-8669

Need a Financial Advisor?
Compare Vetted Advisors

About AMERICAN CAPITAL ADVISORY, LLC

AMERICAN CAPITAL ADVISORY, LLC, formally registered with the SEC as AMERICAN CAPITAL ADVISORY, LLC. The firm was established in 04/20/2018. They have over 2 offices throughout the country.

AMERICAN CAPITAL ADVISORY, LLC is a Ketchum, Idaho based Financial Planning firm with nearly $234,000,000 assets under management, offering retirement planning & investment advisory services to 708 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#141944
SEC#801-112853
Assets Managed by Firm$234,000,000
No. of Clients708
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (A SOLICITOR AGREEMENT FOR LEGACY ACCOUNTS (SEE PART 2))

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total708$234,000,000
Individuals (other than high net worth individuals)256$36,000,000
High net worth individuals71$176,000,000
Charitable organizations8$20,000,000
Corporations or other businesses3$2,000,000

More Retirement Planning firms in Ketchum, Idaho:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
THE CAPROCK GROUP, LLC
800 West Main Street, Suite 1150
Boise, ID, 83702
$9,361,493,11638663
CLEARWATER ADVISORS, LLC
101 S. Capitol Blvd, Suite 1201
Boise, ID, 83702
$3,797,719,9317810
INSPIRE INVESTING, LLC
3597 E Monarch Sky Ln, Suite 330
Meridian, ID, 83646
$2,856,919,71646334
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC
877 West Main Street, Suite 704
Boise, ID, 83702
$1,931,996,1358016
RW INVESTMENT MANAGEMENT LLC
1028 S. Bridgeway Place, Suite 200
Eagle, ID, 83616
$1,380,795,719233419

Explore More Retirement Advisors in Ketchum, Idaho