American Executive Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,550,000
Total clients
39
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
39
Average account size
$219,231
About
The firm provides comprehensive financial planning, ongoing portfolio management, financial consulting on discrete topics, and retirement plan consulting to individuals, high‑net‑worth clients, corporations and pension or profit‑sharing plans. Clients receive a written financial plan following planning engagements, and the firm includes a complementary comprehensive financial plan for clients who enter a portfolio management arrangement.
The firm employs a tactical asset allocation approach using customized portfolios built from proprietary model portfolios and, when applicable, a third‑party subadviser; it generally exercises discretionary trading authority while allowing non‑discretionary allocations to digital assets with client permission. Portfolios may include mutual funds, ETFs, leveraged and inverse funds, options, stocks and bonds, and the brochure highlights the specific risks associated with leverage, inverse funds and digital assets.
Noteworthy differences from many solo independent advisers are the firm’s affiliation with an insurance agency—its principal is a licensed insurance agent who receives commissions for insurance sales—and the firm’s explicit retirement plan consulting services, which include ERISA fiduciary and non‑fiduciary support such as QDIA selection and fiduciary liability reviews. The firm’s principal also maintains a separate digital‑assets venture with a patent‑pending system and spends a material portion of time on that activity, and the brochure discloses use of subadvisers whose fees are charged separately.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
Comprehensive financial planning fixed fees ranging from $500 to $10,000
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% Above $10,000,000+: 0.50%
Financial consulting services at $250 per hour, negotiable
Account minimum: $500,000 Minimum fee: Financial planning fixed fee ranges from $500 to $10,000, negotiable based on complexity Fee-only: Financial planning fixed fees and hourly consulting at $250/hour, both negotiable
Main office location
American Executive Advisors, LLC
3931 San Leandro Place
Alexandria VA 22309, United States
Number of offices
1
Most active in
American Executive Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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