CCO · American Capital Advisory, LLC
Ian W. Jameson
CRD 5513183 · Named on Form ADV at one SEC-registered adviser
At a glance
American Capital Advisory, LLC, an SEC-registered wealth manager based in Ketchum, ID with $334 million in regulatory assets, lists Ian W. Jameson on its Form ADV as CCO, a control person.
Firms and roles
- American Capital Advisory, LLCCCOWealth manager · Ketchum, ID · $334M in regulatory assets
AtlasMembers
Ian’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Matthew R. McNealManaging Director, American Capital Advisory, LLC
- Huntley G. DavenportDirector, American Capital Advisory, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.