WINTER PARK, FLCRD 108530Latest ADV February 10, 2026
American Financial Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Winter Park, FL. Its latest Form ADV filing, dated February 10, 2026, reports $1.3B in regulatory assets under management, 8 employees, 2 offices, and 1,765 accounts.
Assets Under Management
$1.3B
Employees
8
Offices
2 offices
Total Clients
799
Primary office
WINTER PARK, FL
1031 W MORSE BLVD., STE. 110, WINTER PARK, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.7% of total clients.
Top client categories% of clientsClients
1
HNWI
52.7%
421
2
Individuals
47.3%
378
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of February 10, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$1.3B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.3B
Total Accounts1,765
10Y AUM Change+$829M (+184.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee100:1
10Y Employee Change+2 (+33.3%)
* 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.