American Capital Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ketchum, ID. Its latest Form ADV filing, dated March 31, 2026, reports $334M in regulatory assets under management, 7 employees, 1 office, and 867 accounts.
Assets Under Management
$334M
Employees
7
Offices
1 office
Total Clients
384
Primary office
KETCHUM, ID
500 NORTH WASHINGTON, SUITE 202, KETCHUM, ID, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.8% of total clients.
Top client categories% of clientsClients
1
Individuals
75.8%
291
2
HNWI
19.8%
76
3
Charitable
2.9%
11
4
Corporations
1.3%
5
5
Pooled Investment Vehicles
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$334Mas of March 31, 2026
Discretionary98.6%
$330M
99% of total RAUM98.6%
Non-discretionary1.4%
$5M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$334M
Total Accounts867
10Y AUM Change+$228M (+214.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee55:1
10Y Employee Change+4 (+133.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.