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Home > Retirement Planners > idaho > ketchum > AMERICAN CAPITAL ADVISORY, LLC
AMERICAN CAPITAL ADVISORY, LLC
500 North Washington
Suite 202
Ketchum, Idaho 83340
Tel: 208-710-8669
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 Status | Approved |
|---|---|
| Firm CRD# | 141944 |
| SEC# | 801-112853 |
| Assets Managed by Firm | $234,000,000 |
| No. of Clients | 708 |
| No. of Advisors | 6 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 708 | $234,000,000 |
| Individuals (other than high net worth individuals) | 256 | $36,000,000 |
| High net worth individuals | 71 | $176,000,000 |
| Charitable organizations | 8 | $20,000,000 |
| Corporations or other businesses | 3 | $2,000,000 |
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|---|---|---|---|
| $9,361,493,116 | 386 | 63 | |
| $3,797,719,931 | 78 | 10 | |
| $2,856,919,716 | 463 | 34 | |
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| $1,380,795,719 | 2334 | 19 |
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