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MH

Maunsel M. Hickey

AMERICAN CAPITAL ADVISORY
Ketchum, ID 83340
Some features on this profile are disabled
CRD#: 4829128
MH

Professional summary


Maunsel Mcdonald Hickey is a registered financial advisor currently at AMERICAN CAPITAL ADVISORY, LLC located in Ketchum, Idaho.

Maunsel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Maunsel has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Maunsel Mcdonald Hickey's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 10, 2021 - Present

AMERICAN CAPITAL ADVISORY, LLC

Office #1: 500 North Washington Suite 202, Ketchum, ID 83340
RIA
CRD#: 141944
Ketchum, ID
Past

July 21, 2020 - November 2, 2021

MERCER GLOBAL ADVISORS INC.

RIA
CRD#: 147363
Ketchum, ID
Past

April 29, 2019 - December 31, 2020

CLEARROCK CAPITAL LLC

RIA
CRD#: 144480
KETCHUM, ID
Past

December 9, 2016 - July 2, 2018

SEAPORT GLOBAL SECURITIES LLC

BD
CRD#: 116270
Richmond, VA
Past

January 2, 2013 - October 14, 2016

BB&T SECURITIES, LLC

RIA
CRD#: 142785
RICHMOND, VA
Past

January 2, 2013 - October 14, 2016

BB&T SECURITIES, LLC

BD
CRD#: 142785
RICHMOND, VA
Past

February 9, 2006 - January 2, 2013

SCOTT & STRINGFELLOW, LLC

RIA
CRD#: 6255
RICHMOND, VA
Past

March 28, 2005 - January 2, 2013

SCOTT & STRINGFELLOW, LLC

BD
CRD#: 6255
RICHMOND, VA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
AMERICAN CAPITAL ADVISORY, LLC
AMERICAN BANK CAPITAL GROWTH FUND, LLC | AMERICAN CAPITAL ADVISORY, LLC

CRD#: 141944 / SEC#: 801-112853

RIA
Registered Investment Advisory firm - (4/20/2018 Approved)
California
Registered Investment Advisory firm - (7/29/2018 Terminated)
Idaho
Registered Investment Advisory firm - (6/29/2018 Terminated)
Maryland
Registered Investment Advisory firm - (4/30/2018 Terminated)
North Carolina
Registered Investment Advisory firm - (6/29/2018 Terminated)
Virginia
Registered Investment Advisory firm - (6/29/2018 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Idaho
(11/10/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/4/2006
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AC
AMERICAN CAPITAL ADVISORY, LLC
AMERICAN BANK CAPITAL GROWTH FUND, LLC | AMERICAN CAPITAL ADVISORY, LLC

CRD#: 141944 / SEC#: 801-112853

RIA
Registered Investment Advisory firm - (4/20/2018 Approved)
California
Registered Investment Advisory firm - (7/29/2018 Terminated)
Idaho
Registered Investment Advisory firm - (6/29/2018 Terminated)
Maryland
Registered Investment Advisory firm - (4/30/2018 Terminated)
North Carolina
Registered Investment Advisory firm - (6/29/2018 Terminated)
Virginia
Registered Investment Advisory firm - (6/29/2018 Terminated)
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Contact information


Main Address
500 North Washington Suite 202, Ketchum, ID 83340
Mailing Address
Po Box 4356, Ketchum, ID 83340-4356
Phone number
(208) 710-8669
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (5 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2 (3/26/2025)

Regulatory assets under management


Total Number of Accounts762
AUM (Assets Under Management)$ 254,900,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AMERICAN CAPITAL ADVISORY, LLC

CRD#: 141944Ketchum, ID 83340

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