Advanced Asset Management Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Dublin, OH. Its latest Form ADV filing, dated March 30, 2026, reports $651M in regulatory assets under management, 8 employees, 2 offices, and 537 accounts.
Assets Under Management
$651M
Employees
8
Offices
2 offices
Total Clients
309
Primary office
DUBLIN, OH
4995 BRADENTON AVE., SUITE 210, DUBLIN, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.7% of total clients.
Top client categories% of clientsClients
1
Individuals
86.7%
268
2
HNWI
9.4%
29
3
Charitable
1.6%
5
4
Corporations
1.6%
5
5
Investment Cos.
0.6%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$651Mas of March 30, 2026
Discretionary100.0%
$651M
100% of total RAUM100.0%
Non-discretionary0.0%
$227K
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$651M
Total Accounts537
10Y AUM Change$-98M (-13.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee39:1
10Y Employee Change+3 (+60.0%)
* 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.