Renee Sue Faltings
Investment adviser representative at American Capital Advisory, LLC
17 yearsExperience
1 stateRegistered in
$334.4MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- American Capital Advisory, LLCMay 2022 to now
- Pk's SportsDec 2020 to now
- Clearrock Capital, LLCMay 2009 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (ID).
American Capital Advisory, LLC
$334.4MAssets managed
384Clients
7Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3276471
- Firm CRD
- 141944