Advisor at American Capital Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
American Capital Advisory, LLC
Location
Ketchum, ID 83340
Credentials
CFP®, Series 65
Industry experience
1 year
Aurelie Bayer Boloix is a CFP® and Series 65 credentialed financial advisor with one year of industry experience. She is currently with American Capital Advisory, LLC and has prior experience at 12 Peaks Financial LLC, Idaho First Bank, and Becker, Chambers & Co. P.A. She also owns an accounting and consulting business serving individuals and businesses. American Capital Advisory provides discretionary investment management to individuals, high-net-worth clients, corporations, trusts, estates, charitable organizations, and financial institutions. The firm manages approximately $255 million for about 348 clients through a team of seven advisors, using a global asset allocation approach with low-cost ETFs and mutual funds, supplemented by tax-sensitive direct indexing and a broader trading toolkit tailored to client objectives.
Based on American Capital Advisory, LLC
Based on American Capital Advisory, LLC
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.80% $3,000,000 - $4,000,000: 0.70% $4,000,000 - $5,000,000: 0.60% $5,000,000+: 0.50%
Performance-based fees are charged in the Brave 18 private fund as incentive allocations based on a share of the profits.
Account minimum: $250,000
500 North Washington, Suite 202
Ketchum, ID 83340
Idaho
American Capital Advisory
2024 - Present (2 years)
12 Peaks Financial LLC
2023 - Present (3 years)
Idaho First Bank
2019 - 2023 (4 years)
Becker, Chambers & Co. P.A.
2015 - 2019 (4 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Eagle, ID
Enduro Wealth Management, LLC
Series 63, Series 65
Ketchum, ID
American Capital Advisory, LLC
CFA®, Series 63
Richmond, VA
American Capital Advisory, LLC
Series 65
Ketchum, ID
American Capital Advisory, LLC
CFA®, Series 65
Ketchum, ID
American Capital Advisory, LLC
Series 66
Ketchum, ID
American Capital Advisory, LLC
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