AMERICAN CAPITAL ADVISORY, LLC
CRD #141944 SEC #801-112853 KETCHUM, ID 208-710-8669
SEC Registered
Total AUM
$254.9M
Discretionary
$250.6M
Employees
7
Clients
10
Accounts
762
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $254.9M | $250.6M | $4.3M | 7 | 0 |
| Dec 2024 | $234M | $229M | $5M | 6 | 0 |
| Apr 2024 | $234M | $229M | $5M | 6 | 0 |
| Mar 2023 | $182M | $178.2M | $3.8M | 6 | 0 |
| Sep 2022 | $151.7M | $147.3M | $4.5M | 5 | 0 |
| Jun 2022 | $151.7M | $147.3M | $4.5M | 5 | 0 |
| Jun 2022 | $151.7M | $147.3M | $4.5M | 5 | 0 |
| Mar 2022 | $151.7M | $147.3M | $4.5M | 5 | 0 |
| Mar 2021 | $120M | $114.5M | $5.5M | 3 | 0 |
| Jun 2020 | $116M | $114.1M | $1.9M | 3 | 0 |
| Apr 2020 | $116M | $114.1M | $1.9M | 3 | 0 |
| Mar 2020 | $116M | $114.1M | $1.9M | 3 | 0 |
| May 2019 | $109M | $106M | $3M | 3 | 0 |
| Mar 2019 | $109M | $106M | $3M | 3 | 0 |
| Sep 2018 | $106.5M | $103.4M | $3.1M | 3 | 0 |
| Apr 2018 | $106.5M | $103.4M | $3.1M | 3 | 0 |
| Apr 2018 | $106.5M | $103.4M | $3.1M | 3 | 0 |
| Mar 2018 | $106.5M | $103.4M | $3.1M | 3 | 0 |
DateMar 2025
Total AUM$254.9M
Discretionary$250.6M
Non-Disc.$4.3M
Employees7
Clients0
DateDec 2024
Total AUM$234M
Discretionary$229M
Non-Disc.$5M
Employees6
Clients0
DateApr 2024
Total AUM$234M
Discretionary$229M
Non-Disc.$5M
Employees6
Clients0
DateMar 2023
Total AUM$182M
Discretionary$178.2M
Non-Disc.$3.8M
Employees6
Clients0
DateSep 2022
Total AUM$151.7M
Discretionary$147.3M
Non-Disc.$4.5M
Employees5
Clients0
DateJun 2022
Total AUM$151.7M
Discretionary$147.3M
Non-Disc.$4.5M
Employees5
Clients0
DateJun 2022
Total AUM$151.7M
Discretionary$147.3M
Non-Disc.$4.5M
Employees5
Clients0
DateMar 2022
Total AUM$151.7M
Discretionary$147.3M
Non-Disc.$4.5M
Employees5
Clients0
DateMar 2021
Total AUM$120M
Discretionary$114.5M
Non-Disc.$5.5M
Employees3
Clients0
DateJun 2020
Total AUM$116M
Discretionary$114.1M
Non-Disc.$1.9M
Employees3
Clients0
DateApr 2020
Total AUM$116M
Discretionary$114.1M
Non-Disc.$1.9M
Employees3
Clients0
DateMar 2020
Total AUM$116M
Discretionary$114.1M
Non-Disc.$1.9M
Employees3
Clients0
DateMay 2019
Total AUM$109M
Discretionary$106M
Non-Disc.$3M
Employees3
Clients0
DateMar 2019
Total AUM$109M
Discretionary$106M
Non-Disc.$3M
Employees3
Clients0
DateSep 2018
Total AUM$106.5M
Discretionary$103.4M
Non-Disc.$3.1M
Employees3
Clients0
DateApr 2018
Total AUM$106.5M
Discretionary$103.4M
Non-Disc.$3.1M
Employees3
Clients0
DateApr 2018
Total AUM$106.5M
Discretionary$103.4M
Non-Disc.$3.1M
Employees3
Clients0
DateMar 2018
Total AUM$106.5M
Discretionary$103.4M
Non-Disc.$3.1M
Employees3
Clients0