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American Capital Advisory, LLC

EST. AUM
$334,417,722

CONTACTS

CLIENT ACCOUNTS
867

Firm Details

Metro area Boise
CRD Number 141944
Website investaca.com
Client types

Overview

American Capital Advisory, LLC is an independent, fee-based registered investment adviser founded in 2006 and headquartered in Ketchum, Idaho. The firm serves individuals, high-net-worth families, and institutional clients, providing personalized financial planning and discretionary portfolio management under a fiduciary standard. Its investment approach focuses on well-managed U.S. companies with strong fundamentals, combining traditional asset allocation with specialized services such as market timing strategies and the selection of external managers. The firm emphasizes low-cost, diversified portfolios utilizing equities, fixed income, and exchange-traded funds (ETFs) to support long-term capital growth.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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