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American Capital Advisory, LLC

American Capital Advisory, LLC is a RIA based in Virginia Beach, VA with $31M in AUM and with 5 advisors nationwide.

Advisors (5)

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Name Start Date
King, Jesse, James Sep 2010
Lawrence N. Smith Jan 2011
Lawrence Norfleet Smith Jan 2011
Matthew Ross Mcneal Aug 2012
Overton, Nancy, Lee Mar 2009
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$30.5M
Total Assets
32
Accounts
$954.6K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Lawrence Norfleet Smith Managing Director 09/01/2010
King, Jesse, James Executive Vice President 09/01/2010

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
109 Holly Crescent, Suite 101
Virginia Beach , VA 23451
Phone Number: 757-417-7405

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Other: ACA MAY REFER CLIENTS TO ANOTHER ADVISOR & WILL BE COMPENSATED