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Ian Walt Jameson

AMERICAN CAPITAL ADVISORY, LLC·KETCHUM, Idaho
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500 NORTH WASHINGTON, KETCHUM, ID 83340CRD# 5513183Firm CRD# 141944
01

About

Ian Walt Jameson is a registered financial advisor based in KETCHUM, Idaho, affiliated with AMERICAN CAPITAL ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
AMERICAN CAPITAL ADVISORY, LLC
AMERICAN CAPITAL ADVISORY, LLC
AUM
$234M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at AMERICAN CAPITAL ADVISORY, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: A SOLICITOR AGREEMENT FOR LEGACY ACCOUNTS (SEE PART 2)
Regulatory
SEC/IARD CRD# 5513183
Firm CRD# 141944
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ian Walt Jameson offer?
Ian Walt Jameson specializes in Investment Management, Wealth Management. Contact their office in KETCHUM, Idaho for a consultation.
What are Ian Walt Jameson's credentials?
Ian Walt Jameson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ian Walt Jameson located?
Ian Walt Jameson is based in KETCHUM, Idaho, working with AMERICAN CAPITAL ADVISORY, LLC. Their office serves clients in the KETCHUM metropolitan area and surrounding communities.
How does Ian Walt Jameson charge for services?
Ian Walt Jameson's firm is compensated through percentage of aum, subscription fees, other: a solicitor agreement for legacy accounts (see part 2). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERICAN CAPITAL ADVISORY, LLC?
AMERICAN CAPITAL ADVISORY, LLC has approximately 6 employees and manages $234M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Idaho
BOISE (123)EAGLE (31)IDAHO FALLS (20)MERIDIAN (16)MOSCOW (10)
City Guides
BOISE GuideEAGLE GuideIDAHO FALLS GuideMERIDIAN GuideMOSCOW Guide
Research
Advisor Fees in IdahoNational Fee Analysis
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