GREAT BARRINGTON, MACRD 110043Latest ADV March 31, 2026
American Investment Services Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Great Barrington, MA. Its latest Form ADV filing, dated March 31, 2026, reports $1.1B in regulatory assets under management, 10 employees, and 1,126 accounts.
Assets Under Management
$1.1B
Employees
10
Offices
--
Total Clients
378
Primary office
GREAT BARRINGTON, MA
250 DIVISION STREET, GREAT BARRINGTON, MA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.4% of total clients.
Top client categories% of clientsClients
1
Individuals
53.4%
202
2
HNWI
41.5%
157
3
Charitable
3.4%
13
4
Corporations
1.6%
6
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 31, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts1,126
10Y AUM Change+$239M (+28.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee38:1
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.