Renee Faltings
American Capital Advisory · Ketchum, Idaho
Renee Faltings is a fee-only financial advisor at American Capital Advisory in Ketchum, Idaho. 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 |
| SEC registration | Investment adviser representative in ID · CRD 3276471 |
| Exams passed | Series 63 (2000) · Series 65 (2000) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.investaca.com |
How Renee'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 Renee
Is Renee Faltings a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Renee 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 Renee charge for financial advice?
Renee'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 Renee Faltings based?
Renee Faltings is based in Ketchum, Idaho.
Is Renee Faltings registered with the SEC?
Yes. Renee Faltings is registered as an investment adviser representative in ID (CRD 3276471), 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 Renee Faltings?
Through Renee'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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