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Matthew Ross Mcneal

AMERICAN CAPITAL ADVISORY, LLC·KETCHUM, Idaho
Series 65Clean record17 years registeredAMERICAN CAPITAL ADVISORY, LLC
500 NORTH WASHINGTON, KETCHUM, ID 83340CRD# 5668796Firm CRD# 141944

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Ross Mcneal · KETCHUM, ID
Registration
CRD #5668796 · AMERICAN CAPITAL ADVISORY, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

AMERICAN CAPITAL ADVISORY, LLC
Aug 2012 – present
SUMMIT CREEK CAPITAL LLC
Oct 2009 – Jul 2012
KETCHUM, ID
INTERFUND CAPITAL CORP.
Jun 2009 – Aug 2009
KETCHUM, ID
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 10, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AMERICAN CAPITAL ADVISORY, LLC
CRD 141944 · SEC 801-112853
AUM
$234M
Regulatory assets under management
Employees
6
708 client accounts
Services offered by AMERICAN CAPITAL ADVISORY, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at AMERICAN CAPITAL ADVISORY, LLC →
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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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Other Advisors at AMERICAN CAPITAL ADVISORY, LLC

Ian Walt Jameson
KETCHUM, ID
Huntley Gibson Davenport
KETCHUM, ID

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