# Matthew McNeal

> Matthew McNeal is a fee-only financial advisor at American Capital Advisory in Ketchum, Idaho, who holds the CFA 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/matthew-mcneal/
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:** CFA
- **CRD:** 5668796 (https://adviserinfo.sec.gov/individual/summary/5668796)
- **SEC registration:** Investment adviser representative in ID, VA
- **Exams passed:** Series 65 (2009)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.investaca.com

## Frequently asked questions

### Is Matthew McNeal a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?

Matthew'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 Matthew McNeal based?

Matthew McNeal is based in Ketchum, Idaho.

### What credentials does Matthew McNeal hold?

Matthew McNeal holds the CFA credential.

### Is Matthew McNeal registered with the SEC?

Yes. Matthew McNeal is registered as an investment adviser representative in ID and VA (CRD 5668796), 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 Matthew McNeal?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5668796): 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.