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Maunsel Hickey

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 66

Industry experience

20 years

About

Maunsel Hickey is a financial advisor at American Capital Advisory, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Mercer Global Advisors, ClearRock Capital, Seaport Global Securities, and BB&T Securities. American Capital Advisory is a team of seven advisors managing approximately $255 million for individuals, high-net-worth clients, corporations, trusts, estates, charitable organizations, and financial institutions. The firm focuses on global asset allocation using low-cost ETFs and mutual funds, tax-sensitive direct indexing, and employs a broader trading toolkit including short sales and option writing tailored to client objectives.

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

Work history

American Capital Advisory

2021 - Present (5 years)

Mercer Global Advisors Inc.

2020 - 2021 (1 year)

ClearRock Capital

2019 - 2020 (1 year)

Self Employed

2018 - 2019 (1 year)

Seaport Global Securities Llc

2016 - 2018 (2 years)

Bb&T Securities, Llc

2013 - 2016 (3 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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