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Matthew Ross Mcneal

AMERICAN CAPITAL ADVISORY, LLC·KETCHUM, Idaho
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500 NORTH WASHINGTON, KETCHUM, ID 83340CRD# 5668796Firm CRD# 141944
01

About

Matthew Ross Mcneal 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
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# 5668796
Firm CRD# 141944
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Ross Mcneal offer?
Matthew Ross Mcneal specializes in Investment Management, Wealth Management. Contact their office in KETCHUM, Idaho for a consultation.
What are Matthew Ross Mcneal's credentials?
Matthew Ross Mcneal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Ross Mcneal located?
Matthew Ross Mcneal 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 Matthew Ross Mcneal charge for services?
Matthew Ross Mcneal'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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