American Investment Management Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,000
Clients
1
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$2,000
About
American Investment Management Group LLC provides investment advisory and financial planning services to a range of clients, including individual and high‑net‑worth clients, corporations, and pooled investment vehicles. The firm offers discretionary portfolio management, sub‑advisory arrangements, and written financial plans tailored to client objectives.
The firm uses fundamental, technical and cyclical analysis and emphasizes quantifying and controlling risk; the brochure notes the use of derivatives as hedging tools to reduce portfolio volatility. Investment recommendations and portfolio construction follow a suitability process based on client questionnaires and interviews, and accounts are managed using custodian‑reported valuations for fee and reporting purposes.
Notably, the firm conducts educational seminars and workshops (which may be fee‑based or free) and provides sub‑advisory and pooled‑vehicle management services, features that are less common among similarly sized independent advisers. The firm’s principal holds advanced academic credentials in economics/finance and law and discloses multiple outside business activities, with policies described in the brochure to address any potential conflicts of interest.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Firm offers investment advisory services to a pooled investment vehicle
Firm offers investment advisory services to a pooled investment vehicle
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
Financial planning seminars/workshops fees up to $100 per delegate per one-day four hours seminar/workshop, discounts or waivers possible
2.00% annually
Hourly fee for financial planning services is $250/hour, negotiable
Fee-only: Financial planning services on hourly basis at $250/hour for clients without AUM arrangement
Main office location
American Investment Management Group LLC
Austin TX, United States
Number of offices
1
Most active in
American Investment Management Group LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
-
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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