American Investment Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Madison, WI. Its latest Form ADV filing, dated March 25, 2026, reports $138M in regulatory assets under management, 2 employees, and 176 accounts.
Assets Under Management
$138M
Employees
2
Offices
--
Total Clients
176
Primary office
MADISON, WI
3330 UNIVERSITY AVE STE 120, MADISON, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.1% of total clients.
Top client categories% of clientsClients
1
Individuals
76.1%
134
2
HNWI
18.8%
33
3
Pension Plans
3.4%
6
4
Charitable
1.1%
2
5
Corporations
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$138Mas of March 25, 2026
Discretionary87.6%
$121M
88% of total RAUM87.6%
Non-discretionary12.4%
$17M
12% of total RAUM12.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$138M
Total Accounts176
10Y AUM Change+$24M (+20.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee88:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.