# Aurelie Bayer-Boloix

> Aurelie Bayer-Boloix is a fee-only financial advisor at American Capital Advisory in Ketchum, Idaho, who holds the CFP credential. American Capital Advisory reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/aurelie-bayer-boloix/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** American Capital Advisory
- **Based in:** Ketchum, Idaho
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $334.4M across 867 accounts
- **Credentials:** CFP
- **CRD:** 7887617 (https://adviserinfo.sec.gov/individual/summary/7887617)
- **SEC registration:** Investment adviser representative in ID
- **Exams passed:** Series 65 (2024)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.investaca.com

## Frequently asked questions

### Is Aurelie Bayer-Boloix a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Aurelie holds no broker registration, and American Capital Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Aurelie charge for financial advice?

Aurelie's firm, American Capital Advisory, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Aurelie Bayer-Boloix based?

Aurelie Bayer-Boloix is based in Ketchum, Idaho.

### What credentials does Aurelie Bayer-Boloix hold?

Aurelie Bayer-Boloix holds the CFP credential.

### Is Aurelie Bayer-Boloix registered with the SEC?

Yes. Aurelie Bayer-Boloix is registered as an investment adviser representative in ID (CRD 7887617), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does American Capital Advisory manage?

American Capital Advisory reports $334.4M across 867 accounts in assets under management.

### How do I contact Aurelie Bayer-Boloix?

Through Aurelie's website, www.investaca.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7887617): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.