Advisor at American Capital Advisory, LLC
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Firm
American Capital Advisory, LLC
Location
Ketchum, ID 83340
Credentials
CFA®, Series 65
Industry experience
16 years
Matthew Mcneal is a CFA® charterholder with 16 years of industry experience, currently serving at American Capital Advisory, LLC since 2012. He holds a Series 65 license and is based in Ketchum, Idaho. Outside of his advisory role, Mcneal is a board director at Argent Development Corp. of Virginia and participates in private restaurant investment through DS Group, LLC. 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 around 348 clients using a global asset allocation approach primarily implemented 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 · Virginia
American Capital Advisory
2012 - Present (14 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
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Bank
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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.
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CFA®, Series 63
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American Capital Advisory, LLC
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American Capital Advisory, LLC
Series 66
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American Capital Advisory, LLC
CFP®, Series 66
Middleton, ID
Gannett Wealth Advisors
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