Aurelie Bayer-Boloix
American Capital Advisory · Ketchum, Idaho
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.
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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 | $334.4M across 867 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ID · CRD 7887617 |
| Exams passed | Series 65 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.investaca.com |
How Aurelie's firm compares
- American Capital Advisory's average account is about $386,000, from its Form ADV (assets managed divided by 867 accounts).
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Questions about Aurelie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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