AB
Aurelie Bayer-boloix
AMERICAN CAPITAL ADVISORY
Ketchum, ID 83340
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CRD#: 7887617
AB
Professional summary
Aurelie Bayer-boloix is a registered financial advisor currently at AMERICAN CAPITAL ADVISORY, LLC located in Ketchum, Idaho.
Aurelie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Aurelie has worked at 1 firm 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Aurelie Bayer-boloix'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®
NoneExperience
Current
April 18, 2024 - Present
AMERICAN CAPITAL ADVISORY, LLC
Office #1: 500 North Washington Suite 202, Ketchum, ID 83340RIA
CRD#: 141944
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
Idaho(4/18/2024)
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)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
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.
