$334.4M Total AUM
$329.8M Disc. AUM
22.5% 3Y CAGR
7 Employees
388 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Pathway
- Established Date
- 10-11-2006
- Office Locations
- 3
Office Locations
1512 Willow Lawn Drive Suite 200 Richmond VA
500 Libbie AVE Suite 2B Richmond VA
500 North Washington Suite 202 Ketchum ID
About American Capital Advisory, LLC
American Capital Advisory, LLC is a Ketchum-based RIA with 3 offices. The firm has been operating for 19 years. Managing $334.4M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
44 AVG AGE
$47.8M AVG AUM / ADVISOR
$861.9K AVG AUM / CLIENT
7.5 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Ridge
Client Personas
Horizon
Investment Themes
Catalyst legacy Ember Ridge catalyst
Investment Vehicles
Ridge pioneer
Platform
Beacon Beacon ember
Services
Frontier foundation Ridge Oak capital
Technology
Delta
Owner & Executives
H
HUNTLEY GIBSON DAVENPORT JR
Advisor, DIRECTOR
- CRD
- #2200263
- Ownership
- 25% but less than 50%
(229) 434-2190
value.optima@alphacapital.com
in linkedin.com/in/atlas-matrix
IAN WALT JAMESON
Chief Compliance Officer, Director
- CRD
- #5513183
- Ownership
- 25% but less than 50%
(626) 559-5568
horizon.glacier@insightcapital.com
in linkedin.com/in/matrix-matrix
B
Bridge legacy
Element momentum oak
- CRD
- #10077
- Ownership
- 20.7%
(629) 496-8963
summit.oak@signalcapital.com
in linkedin.com/in/bridge-meridian
Showing 2 of 3 owners & executives
Unlock allContacts
Aurelie Bayer-Boloix
CFP
- CRD
- #7887617
(746) 883-4982
signal.quantum@crestcapital.com
in linkedin.com/in/optima-frontier
MATTHEW HURD CULLEN
Portfolio Manager, Research Analyst
- CRD
- #3085144
(564) 568-3849
horizon.catalyst@horizoncapital.com
in linkedin.com/in/crest-catalyst
R
Ridge prime
Ember vector
- CRD
- #23222
(873) 582-2550
eagle.oak@harborcapital.com
in linkedin.com/in/quantum-vertex
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $329,831,186 | $382,191 |
| Non-Discretionary | $4,586,536 | $1,146,634 |
| Total | $334,417,722 | $385,718 |
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Separately Managed Accounts
Total SMA Asset: $332,167,722
Equity - Exchange:
8.8% Cash:
16.4% U.S. Government/Agency:
35.8% Municipal Bonds:
39.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $401,290,930 | 8.8% |
| Cash | $747,860,370 | 16.4% |
| U.S. Government/Agency | $1,632,524,467 | 35.8% |
| Municipal Bonds | $1,778,448,443 | 39.0% |
| Total | $4,560,124,210 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH CATALYST | PRIME TIMBER | RL5PAWRS4 | FBK | 1.42% | $114,501,438 |
| BRIDGE INSIGHT | INSIGHT QUANTUM | 8AYF5VFTD | ZVZ | 11.27% | $4,576,222 |
| CATALYST DELTA | MERIDIAN BEACON | 0AUS9U92Z | AJYPO | 7.07% | $5,953,822 |
| GLACIER PRIME | PIONEER MOMENTUM | DWQYZP5F3 | JMS | 8.07% | $64,974,422 |
| RADIAL CATALYST | EAGLE WAVE | 9PV01X18N | RXB | 7.68% | $115,632,312 |
| FOCUS ELEMENT | CATALYST BEACON | S0LPFC5UI | ZUNM | 5.10% | $100,097,566 |
| TIMBER WAVE | CATALYST EMBER | 3VNZUXECY | EUJPT | 1.06% | $42,426,078 |
| VERTEX HORIZON | HARBOR FOUNDATION | QU7BWNXID | ZNQON | 3.29% | $18,671,407 |