Advisor at American Capital Advisory, LLC
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Firm
American Capital Advisory, LLC
Location
Richmond, VA 23230
Credentials
CFA®, Series 63
Industry experience
1 year
Matthew Cullen is a CFA® charterholder and Series 63 licensee with one year of experience in the financial industry. He has worked at American Capital Advisory, LLC since 2021 and previously spent 14 years at Thompson, Siegel & Walmsley. American Capital Advisory, LLC manages approximately $255 million for around 348 clients, including individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a global asset allocation strategy using 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
1512 Willow Lawn Drive, Suite 200
Richmond, VA 23230
Idaho · Virginia
American Capital Advisory
2021 - Present (5 years)
Thompson, Siegel & Walmsley
2006 - 2020 (14 years)
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Real estate agent
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