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Huntley Davenport Jr.

Advisor at American Capital Advisory, LLC

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American Capital Advisory, LLC logo

Firm

American Capital Advisory, LLC

Location

Ketchum, ID 83340

Credentials

Series 63, Series 65

Industry experience

23 years

About

Huntley Davenport Jr. is a financial advisor at American Capital Advisory, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with American Capital Advisory since 2014. Outside of his advisory role, he is a limited partner investor in restaurant startups and franchise businesses, including Krispy Kreme doughnut stores and Wicked Taco. American Capital Advisory provides discretionary investment management to individuals, high-net-worth clients, corporations, trusts, estates, charitable organizations, and financial institutions. The firm employs a global asset allocation approach using primarily low-cost ETFs and mutual funds, with additional strategies such as tax-sensitive direct indexing and option writing, tailored to client objectives and risk tolerance.

Client services

Based on American Capital Advisory, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on American Capital Advisory, LLC

Passive / index investing Active portfolio management Tax-loss harvesting Options & derivatives strategies

Fee options

Percentage

$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%

Project-based
Performance-based

Performance-based fees are charged in the Brave 18 private fund as incentive allocations based on a share of the profits.

Other

Account minimum: $250,000

Location

500 North Washington, Suite 202

Ketchum, ID 83340

Most active in

Idaho · Virginia

Work history

American Capital Advisory

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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