A
American Market Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,145,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
3
100% high-net worth
Advisors
1
of 2 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
3
Very LowAverage account size
$5,381,667
About
American Market Advisors provides discretionary and non-discretionary portfolio management primarily for high net worth individuals and a small number of institutional clients, including pension and charitable accounts. The firm does not serve non-high-net-worth retail clients and discloses an individual account minimum of $600,000.
The firm combines fundamental, technical, and quantitative analysis to construct risk-adjusted equity and fixed income portfolios and integrates risk management into each program. Strategies described in the brochure include diversification, the use of options, long/short techniques, and short selling, and clients complete a Confidential Information Document to establish goals and risk tolerances before implementation.
AMA is affiliated with an accounting practice and its president holds CPA and PFS credentials; the brochure says the firm’s accounting background is used to analyze financial and tax issues as part of investment decision-making. Compared with peers, AMA operates on a very small scale—reporting roughly $25.3 million in discretionary assets—yet offers trading techniques and the occasional use of outside paid advisers that are more commonly seen at larger or specialized firms.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$400.00 per hour for consulting services
Account minimum: $600,000 Minimum fee: $1,500 minimum annual management fee for new accounts with managed assets less than $1,000,000, plus 1.0% of managed assets
Main office location
American Market Advisors, Inc.
4126 Pond Hill Road, Ste. 100
Shavano Park TX 78231-1294, United States
Number of offices
1
Most active in
American Market Advisors, Inc. 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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.
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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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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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