AMERICAN CAPITAL ADVISORY, LLC

CRD 141944File 801-112853

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$334.4M

Below cohort median (national)

Discretionary AUM

$329.8M

Non-discretionary $4.6M

Clients

384

867 accounts

Employees

Below cohort median in ID

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Apr 20, 2018
Principal office: 500 NORTH WASHINGTON, SUITE 202, KETCHUM, ID, 83340
Phone: 208-710-8669
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/AMERICAN-CAPITAL-ADVISORY/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $334.4M
Discretionary AUM: $329.8M
Non-discretionary AUM: $4.6M
Discretionary accounts: 863
Non-discretionary accounts: 4
Total accounts: 867
AUM per client: $871K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$2.6M
Charitable organizations	11	$26.3M
High net worth individuals	76	$237.4M
Pooled investment vehicles	1	$2.3M
Individuals (other than high net worth individuals)	291	$65.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
Performance-based fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.