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They include 291 individual clients, 76 high-net-worth individuals and 11 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does American Capital Advisory offer?","answer":"American Capital Advisory provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does American Capital Advisory charge?","answer":"American Capital Advisory charges 0.50%–1.00% a year for its Asset Management. The fee is billed in arrears, is negotiable and requires an account of at least $250,000.","source":"ADV PART 2, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does American Capital Advisory use?","answer":"American Capital Advisory’s separately managed account assets are held at Charles Schwab (El Paso, TX), with $335M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does American Capital Advisory have?","answer":"American Capital Advisory has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does American Capital Advisory invest in?","answer":"At the end of its last fiscal year, American Capital Advisory’s separately managed accounts held 80% exchange-traded equities, 11% cash and equivalents, 8% U.S. government and agency bonds and 1% state and local bonds. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does American Capital Advisory have a minimum investment?","answer":"Yes, American Capital Advisory’s minimum account size for its Asset Management is $250K.","source":"ADV PART 2, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns American Capital Advisory?","answer":"American Capital Advisory’s direct owners are Argent Development Corporation of Virginia, Ian Jameson, Matthew McNeal and Huntley Davenport, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does American Capital Advisory get paid?","answer":"American Capital Advisory is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is American Capital Advisory registered with the SEC?","answer":"Yes, American Capital Advisory has been registered with the SEC as an investment adviser since 20 April 2018. Its CRD number is 141944 and its SEC file number is 801-112853.","source":"Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact American Capital Advisory?","answer":"American Capital Advisory’s main office is at 500 North Washington, Suite 202, Ketchum, ID 83340. Its phone number is 208-710-8669. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}