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Firm profile

American Independent Securities Group, LLC

EAGLE, IDCRD 135288Latest ADV March 31, 2026

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEORyan Shane Carlson
CCOSheila A Kerbein

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.