DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
American Capital Advisory, LLC
Latest filing Mar 31, 2026
First filing on the tape Mar 16, 2018 · 19 filings
SEC status approved since Apr 20, 2018
RAUM
$334M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
91%
$303M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$47.8M
derived; firm RAUM over IAPD count
Employees
7
7 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$334M as of Mar 31, 2026
Mar 14, 2019$109M then
HNW client RAUM$237M as of Mar 31, 2026
Mar 14, 2019$85.0M then
State-registered IARs (5.B.3)7 as of Mar 31, 2026
Mar 14, 20193 then
Employees (5.A)7 as of Mar 31, 2026
Mar 14, 20193 then
Private funds: 1
RAUM +31% over the last fiscal year+22% a year over threeIARs 7 to 7
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $47.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 52derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.1MderivedHNW RAUM over HNW clients
- Average account
- $385,718derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 7.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 3.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +31%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.5%derived
- Compensation
- percentage of assets, hourly, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$237M71%
- Individuals$65.8M20%
- Charitable organizations$26.3M7.9%
- Corporations and businesses$2.6M0.8%
- Pooled investment vehicles$2.3M0.7%
- Individual clients
- 291reported
- HNW clients
- 76reported
- Pension plan clients
- 0reported
- Charitable clients
- 11reported
- Accounts
- 867reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourly, performancereported
- Class basis
- private_client_share=0.91 fund_share=0.01 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Matthew Ross McnealChartered Financial Analyst | Ketchum, Id | Aug 2, 2012 | 17 y | 2 |
| Ian Walt Jameson | Ketchum, Id | Aug 2, 2012 | 18 y | 2 |
| Huntley Gibson Davenport | Richmond, Va | Sep 17, 2014 | 34 y | 3 |
| Maunsel Mcdonald Hickey | Ketchum, Id | Nov 10, 2021 | 20 y | 4 |
| Renee Sue Faltings | Ketchum, Id | Jun 7, 2022 | 26 y | 2 |
| Matthew Hurd CullenChartered Financial Analyst | Richmond, Va | Apr 17, 2024 | 26 y | 0 |
| Aurelie Bayer-BoloixCertified Financial Planner | Ketchum, Id | Apr 18, 2024 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Jesse J King to Waypoint Advisors, LLCFeb 11, 2013 · Other
Joined, latest
- Renee Sue Faltings from Clearrock Capital LLCJun 7, 2022 · RIA to RIA
- Maunsel Mcdonald Hickey from Mercer Global Advisors Inc.Nov 10, 2021 · RIA to RIA
- Huntley Gibson Davenport from Davenport & Company LLCSep 17, 2014 · Other
- Ian Walt Jameson from Summit Creek Capital LLCAug 2, 2012 · Other
- Matthew Ross Mcneal from Summit Creek Capital LLCAug 2, 2012 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Gibson Huntley Davenport · Directorcontrolsince 09/2014 · owns 25% to 50%
- Walt Ian Jameson · Ccocontrolsince 07/2012 · owns 25% to 50%
- Ross Matthew Mcneal · Managing Directorcontrolsince 01/2015 · owns 25% to 50%
Entity owners
- Argent Development Corporation Of Virginia · Ownerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Ketchum, Id · principal | 7 | 0 | 0 | ||
| Richmond, Va | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Richmond, VA1 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- compensation changedChange between filings · filing Mar 31, 2026performance-based compensation (Item 5.E.6): no on the filing of 2025-03-26, yes on the filing of 2026-03-31peers: independent wealth managers, $100M to $500M (5,676)
- business activity changedChange between filings · filing Mar 31, 2026advises private funds (Item 7.B): no on the filing of 2025-03-26, yes on the filing of 2026-03-31peers: independent wealth managers, $100M to $500M (5,676)
- compensation changedChange between filings · filing Mar 31, 2026hourly charges (Item 5.E.2): no on the filing of 2025-03-26, yes on the filing of 2026-03-31peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 762 to 867Mar 26, 2025 to Mar 31, 2026
- Charity clients · 9 to 11Mar 26, 2025 to Mar 31, 2026
- Corporate clients · 3 to 5Mar 26, 2025 to Mar 31, 2026
- Individual clients · 272 to 291Mar 26, 2025 to Mar 31, 2026
- Pooled vehicle clients · 0 to 1Mar 26, 2025 to Mar 31, 2026
- Private funds · unset to 1Mar 26, 2025 to Mar 31, 2026
- Discretionary RAUM · $251M to $330MMar 26, 2025 to Mar 31, 2026
- HNW RAUM · $185M to $237MMar 26, 2025 to Mar 31, 2026
- Individual RAUM · $45.5M to $65.8MMar 26, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $4.3M to $4.6MMar 26, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $0 to $2.3MMar 26, 2025 to Mar 31, 2026
- RAUM · $255M to $334MMar 26, 2025 to Mar 31, 2026
- Accounts · 708 to 762Dec 3, 2024 to Mar 26, 2025
- Advisory employees · 6 to 7Dec 3, 2024 to Mar 26, 2025
- Advisory activities · 2 to 4Dec 3, 2024 to Mar 26, 2025
- Charity clients · 8 to 9Dec 3, 2024 to Mar 26, 2025
- HNW clients · 71 to 76Dec 3, 2024 to Mar 26, 2025
- Individual clients · 256 to 272Dec 3, 2024 to Mar 26, 2025
- Employees · 6 to 7Dec 3, 2024 to Mar 26, 2025
- Financial planning clients · 0 to 1-10Dec 3, 2024 to Mar 26, 2025
- State-registered IARs · 6 to 7Dec 3, 2024 to Mar 26, 2025
- Discretionary RAUM · $229M to $251MDec 3, 2024 to Mar 26, 2025
- HNW RAUM · $176M to $185MDec 3, 2024 to Mar 26, 2025
- Individual RAUM · $36.0M to $45.5MDec 3, 2024 to Mar 26, 2025
- Non-discretionary RAUM · $5.0M to $4.3MDec 3, 2024 to Mar 26, 2025
- RAUM · $234M to $255MDec 3, 2024 to Mar 26, 2025
- Accounts · 302 to 708Mar 30, 2023 to Apr 1, 2024
- Charity clients · 4 to 8Mar 30, 2023 to Apr 1, 2024
- Corporate clients · 0 to 3Mar 30, 2023 to Apr 1, 2024
- HNW clients · 60 to 71Mar 30, 2023 to Apr 1, 2024
- Individual clients · 236 to 256Mar 30, 2023 to Apr 1, 2024
- Discretionary RAUM · $178M to $229MMar 30, 2023 to Apr 1, 2024
- HNW RAUM · $122M to $176MMar 30, 2023 to Apr 1, 2024
- Individual RAUM · $40.0M to $36.0MMar 30, 2023 to Apr 1, 2024
- Non-discretionary RAUM · $3.8M to $5.0MMar 30, 2023 to Apr 1, 2024
- RAUM · $182M to $234MMar 30, 2023 to Apr 1, 2024
- Accounts · 423 to 302Sep 13, 2022 to Mar 30, 2023
- Advisory employees · 5 to 6Sep 13, 2022 to Mar 30, 2023
- HNW clients · 50 to 60Sep 13, 2022 to Mar 30, 2023
- Individual clients · 140 to 236Sep 13, 2022 to Mar 30, 2023
Signals
1 dated events
- American Capital Advisory, Llc filed its initial SEC registration (Form ADV)Mar 16, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/AMERICAN-CAPITAL-ADVISORYreportedpublic record, Form ADV, Sep 17, 2026
- Website
- INVESTACA.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 208-710-8669reportedpublic record, Form ADV, Mar 31, 2026
- Team page
- investaca.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $47.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026