American Capital Advisory, LLC

Renee Faltings is a financial advisor at American Capital Advisory, LLC with 23 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Clearrock Capital, LLC. Outside of her advisory role, she is involved in retail sales through PK's Sports. 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 strategy primarily using low-cost ETFs and mutual funds, supplemented by tax-sensitive direct indexing and a range of trading tools tailored to client objectives.

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.

Ian Jameson is a financial advisor with American Capital Advisory, LLC in Ketchum, ID, holding a Series 65 designation and 17 years of industry experience. He has been with American Capital Advisory since 2012. Outside of his advisory role, he serves as board chair of Idaho's Bounty Cooperative, a food cooperative where he is involved in strategy, finance, and nonprofit relationships. 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 through a team of seven advisors, employing a global asset allocation approach with low-cost ETFs, mutual funds, and tax-sensitive direct indexing, supplemented by a range of trading strategies tailored to client objectives.

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.

Maunsel Hickey is a financial advisor at American Capital Advisory, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Mercer Global Advisors, ClearRock Capital, and Seaport Global Securities. American Capital Advisory is a seven-advisor team that provides discretionary investment management and financial planning to individuals, corporations, trusts, and financial institutions. The firm emphasizes global asset allocation using low-cost ETFs and mutual funds, supplemented by direct indexing and distinct strategies, and manages approximately $333 million in client assets.

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.

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.