MM
Matthew R. Mcneal
AMERICAN CAPITAL ADVISORY
Ketchum, ID 83340
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CRD#: 5668796
MM
Professional summary
Matthew Ross Mcneal, CFA is a registered financial advisor currently at AMERICAN CAPITAL ADVISORY, LLC located in Ketchum, Idaho.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Matthew has worked at 3 firms and has passed the Series 65 exam.
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.
BOARD DIRECTOR, ARGENT DEVELOPMENT CORP. OF VA. THIS CORP. IS PRIMARILY INVOLVED IN PRIVATE COMPANY INVESTMENT AND MANAGEMENT. NO TIME IS SPENT DURING TRADING HOURS, AND 1-2 HOURS PER MONTH TOTAL IS SPENT WITH ARGENT. START DATE WAS JAN. 1 2009; ADDRESS IS 932 Laskin Road, VIRGINIA BEACH, VA 23451. Member, DS GROUp, LLC. Is involved in a private restaurant investment. No time is spent during trading hours, and 30 minutes per year are spent with DS Group Inc. Start date April 2015. Manager of Kneebone, LLC, a development group, and spends 1 hour per year in this capacity.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Ross Mcneal's 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®
Experience
Current
August 2, 2012 - Present
AMERICAN CAPITAL ADVISORY, LLC
Office #1: 500 North Washington Suite 202, Ketchum, ID 83340RIA
CRD#: 141944
Ketchum, ID
Past
October 2, 2009 - July 16, 2012
SUMMIT CREEK CAPITAL LLC
RIA
CRD#: 151158
KETCHUM, ID
Past
June 10, 2009 - August 13, 2009
INTERFUND CAPITAL CORP.
RIA
CRD#: 131092
KETCHUM, ID
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
California(8/7/2015)
IAR
Idaho(8/2/2012)
IAR
Virginia(8/15/2012)
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 762 |
| AUM (Assets Under Management) | $ 254,900,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AMERICAN CAPITAL ADVISORY, LLC
CRD#: 141944Ketchum, ID 83340TRUST BUT VERIFY
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