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AMERICAN CAPITAL ADVISORY, LLC

KETCHUM, ID · CRD 141944 · IAPD ↗ · 208-710-8669

$334.4MRegulatory AUM
7Advisory reps
7Employees
4Clients
1-10Planning clients
1Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — AMERICAN CAPITAL ADVISORY, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2026 — AMERICAN CAPITAL ADVISORY, LLC reported RAUM up 31% ($254.9M -> $334.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2026 — AMERICAN CAPITAL ADVISORY, LLC now reports 1 private fund(s) ($2.8M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
61
April 2025 — AMERICAN CAPITAL ADVISORY, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
78
April 2025 — AMERICAN CAPITAL ADVISORY, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
42
January 2025 — AMERICAN CAPITAL ADVISORY, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — AMERICAN CAPITAL ADVISORY, LLC reported RAUM up 29% ($182.0M -> $234.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.