Overview
Assets Under Management: $138 million
Headquarters: MADISON, WI
High-Net-Worth Clients: 33
Average Client Assets: $2.7 million
Frequently Asked Questions
AMERICAN INVESTMENT ADVISORS INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104579), AMERICAN INVESTMENT ADVISORS INC is subject to fiduciary duty under federal law.
AMERICAN INVESTMENT ADVISORS INC is headquartered in MADISON, WI.
AMERICAN INVESTMENT ADVISORS INC serves 33 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, AMERICAN INVESTMENT ADVISORS INC offers financial planning and portfolio management for individuals. View all service details ↓
AMERICAN INVESTMENT ADVISORS INC manages $138 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, AMERICAN INVESTMENT ADVISORS INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.50%
Average Client Assets: $2.7 million
Total Client Accounts: 176
Discretionary Accounts: 173
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 104579
Filing ID: 2080402
Last Filing Date: 2026-03-25 16:59:52