Renee Sue Faltings

Employer firm

American Capital Advisory, LLC CRD 141944

$334M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 12/2020
  Clearrock Capital, Llc
  Ketchum, ID
• 05/2022 → Present
  American Capital Advisory
  Ketchum, ID
• 12/2020 → Present
  Pk's Sports
  Ketchum, ID

Previous Registrations

• 2009-05-04 → 2020-12-31
  Clearrock Capital Llc
  Ketchum, ID
• 2001-01-08 → 2009-05-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bend, OR
  Bend, OR

Other Businesses

PK's Sports retail sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-24
• S63 Uniform Securities Agent State Law Examination
  2000-07-28

Other Names

• Renee Sue Tathwell
• Renee Sue Perin