American Elite Advisory

American Elite Advisory provides discretionary investment management and account supervision primarily to individual and high-net-worth clients, typically charging percentage-of-AUM fees and managing assets through separately managed account arrangements. As of 12/31/2025 the firm reported approximately $20.1 million in discretionary assets across about 73 client relationships and uses program relationships with AssetMark Trust Company, American Funds Service Company, and Jackson National Life Insurance Company.

The firm’s process begins with a client-specific assessment to determine risk profile and customized asset-allocation recommendations, and it combines fundamental “value” equity selection—favoring U.S. large-cap, dividend-paying multinational companies—with active technical and quantitative strategies. AEA employs mathematical models and multiple indicators, and discloses that it may use speculative techniques (including leverage, concentration, and potentially illiquid investments); it generally manages accounts on a discretionary basis and can accommodate client-imposed trading or concentration limits.

Distinctive operational features for a firm of this size include multiple sub-advisor and custodian relationships (AssetMark, American Funds, Jackson National, Charles Schwab, Fidelity, and Interactive Brokers) and the ability to administer fee-based annuity products in addition to mutual funds and SMAs. The brochure also notes practices that bear on client oversight and operations: the firm deducts fees directly from client accounts (constituting custody for reporting purposes), maintains an account review cycle of at least every 36 months, and discloses principals’ outside insurance and business activities.