CHATTANOOGA, TNCRD 165823Latest ADV February 11, 2026
Am Investment Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chattanooga, TN. Its latest Form ADV filing, dated February 11, 2026, reports $738M in regulatory assets under management, 5 employees, and 1,388 accounts.
Assets Under Management
$738M
Employees
5
Offices
--
Total Clients
576
Primary office
CHATTANOOGA, TN
832 GEORGIA AVENUE, SUITE 100, CHATTANOOGA, TN, United States
Top client segmentIndividuals represent 75.7% of total clients.
Top client categories% of clientsClients
1
Individuals
75.7%
436
2
HNWI
24.3%
140
Categories with <5 clients
POLITICAL CAMPAIGN<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$738Mas of February 11, 2026
Discretionary80.4%
$594M
80% of total RAUM80.4%
Non-discretionary19.6%
$145M
20% of total RAUM19.6%
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$738M
Total Accounts1,388
10Y AUM Change+$397M (+116.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee115:1
10Y Employee Change+1 (+25.0%)
* 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.