American Investors Co is an SEC registered investment adviser organized as a corporation with a primary office location in San Ramon, CA. Its latest Form ADV filing, dated June 26, 2025, reports $578M in regulatory assets under management, 30 employees, 12 offices, and 1,530 accounts.
Assets Under Management
$578M
Employees
30
Offices
12 offices
Total Clients
762
Primary office
SAN RAMON, CA
12667 ALCOSTA BLVD., SUITE 160, SAN RAMON, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.9% of total clients.
Top client categories% of clientsClients
1
Individuals
73.9%
563
2
HNWI
25.2%
192
3
Corporations
0.9%
7
Categories with <5 clients
ASSOCIATIONS<5 clients
Banking or thrift institutions<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$578Mas of June 26, 2025
Discretionary99.7%
$576M
100% of total RAUM99.7%
Non-discretionary0.3%
$2M
0% of total RAUM0.3%
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$578M
Total Accounts1,530
10Y AUM Change+$237M (+69.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee25:1
10Y Employee Change-15 (-33.3%)
* 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.