American Capital Advisory, LLC
American Capital Advisory, LLC is an investment advisory firm headquartered in Ketchum, Idaho. The firm is registered with the SEC and primarily serves individuals, high net worth individuals, and charitable organizations. As of March 2025, they have approximately 6-7 employees and manage investments for over 300 clients. Their focus is on providing personalized investment solutions and portfolio management for private clients.
Investment Strategy
American Capital Advisory, LLC adopts a client-centered investment approach, offering advisory services tailored to individual and high net worth clients as well as select institutional and charitable entities. The firm constructs diversified portfolios, primarily utilizing public equities and fixed income securities, and seeks to manage risk while enhancing long-term returns. Their investment strategy emphasizes active management and personalized asset allocation based on detailed consultations with clients regarding their financial goals and risk tolerance.
Top Holdings
Equity Positions (852)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 12.56% | $25.1M | 700,142 | $29.80 | $35.84 | +$1.9M |
D DUSB | DIMENSIONAL ETF TRUST | 8.18% | $16.4M | 322,284 | $50.75 | $50.75 | +$1.1M |
D DFUS | DIMENSIONAL ETF TRUST | 7.07% | $14.1M | 210,728 | $59.17 | $67.02 | +$1.1M |
D DFIC | DIMENSIONAL ETF TRUST | 4.81% | $9.6M | 309,456 | $26.20 | $31.09 | +$1.2M |
D DFAI | DIMENSIONAL ETF TRUST | 4.51% | $9.0M | 261,001 | $29.59 | $34.57 | +$507.8K |