American Independent Securities Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Eagle, ID. Its latest Form ADV filing, dated March 31, 2026, reports $986M in regulatory assets under management, 49 employees, 36 offices, and 4,385 accounts.
Assets Under Management
$986M
Employees
49
Offices
36 offices
Total Clients
4,385
Primary office
EAGLE, ID
664 S RIVERSHORE LANE STE 150, EAGLE, ID, United States
Top client segmentIndividuals represent 89.0% of total clients.
Top client categories% of clientsClients
1
Individuals
89.0%
3,902
2
HNWI
10.0%
437
3
Pension Plans
0.4%
18
4
Corporations
0.3%
15
5
Charitable
0.3%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$986Mas of March 31, 2026
Discretionary5.4%
$54M
5% of total RAUM5.4%
Non-discretionary94.6%
$933M
95% of total RAUM94.6%
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.
Latest AUM$986M
Total Accounts4,385
10Y AUM Change+$844M (+591.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees49
Clients per Employee89:1
10Y Employee Change+17 (+53.1%)
* 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.