{
  "crd_number": 119859,
  "slug": "advanced-asset-management-advisors-inc-dublin-oh-119859",
  "primary_business_name": "ADVANCED ASSET MANAGEMENT ADVISORS, INC.",
  "legal_name": "ADVANCED ASSET MANAGEMENT ADVISORS, INC.",
  "dbas": [],
  "city": "Dublin",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "18140",
  "metro": {
    "cbsa_code": "18140",
    "common_name": "Columbus",
    "msa_name": "Columbus, OH",
    "path": "/advisors/oh/columbus"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2003-01-24",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 651272660.0,
  "raum_discretionary": 651045531.0,
  "raum_non_discretionary": 227129.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 8,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 13149656.0,
      "count": 5
    },
    "individuals": {
      "raum": 42704772.0,
      "count": 268
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": 508081543.0,
      "count": 2
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 84897495.0,
      "count": 29
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 2439194.0,
      "count": 5
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "FL",
    "GA",
    "KS",
    "LA",
    "MD",
    "MO",
    "MS",
    "NC",
    "NJ",
    "OH",
    "PA",
    "SC",
    "TX",
    "VA",
    "WA",
    "WV"
  ],
  "websites": [
    "https://aamafunds.com",
    "https://aamaweb.com",
    "https://linkedin.com/company/advanced-asset-management-advisors-inc",
    "https://marketing.aamaweb.com/adviser-resource-packet-download",
    "https://multimarketportfolios.com",
    "https://youtube.com/@advancedassetmanagementadv8100"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/119859",
  "city_as_filed": "DUBLIN",
  "url": "https://advisorcensus.com/firm/advanced-asset-management-advisors-inc-dublin-oh-119859",
  "display_name": "Advanced Asset Management Advisors, Inc.",
  "summary": "Advanced Asset Management Advisors, Inc. is an SEC-registered investment advisory firm in Dublin, OH, registered since 2003, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Advanced Asset Management Advisors, Inc. (CRD 119859): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Advanced Asset Management Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Advanced Asset Management Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Advanced Asset Management Advisors, Inc. located?",
      "a": "Advanced Asset Management Advisors, Inc.'s principal office is in Dublin, OH, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Advanced Asset Management Advisors, Inc. registered with the SEC or a state?",
      "a": "Advanced Asset Management Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 119859."
    },
    {
      "q": "How much does Advanced Asset Management Advisors, Inc. manage?",
      "a": "Advanced Asset Management Advisors, Inc. reports $651,272,660 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Advanced Asset Management Advisors, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Advanced Asset Management Advisors, Inc.: Regulatory assets under management: $750,609,756 in the October 2021 data and $651,272,660 in the October 2026 data, down 13%. Total employees: 8 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Advanced Asset Management Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (268); high net worth individuals (29); charitable organizations (5)."
    },
    {
      "q": "Which custodians does Advanced Asset Management Advisors, Inc. use?",
      "a": "Advanced Asset Management Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC and US Bank Trust as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Advanced Asset Management Advisors, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/119859"
    },
    {
      "q": "What changed in Advanced Asset Management Advisors, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $740,003,663 to $651,272,660 (-12%). Changed its office addresses in Piqua, OH."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 750609756.0,
      "total_employees": 8,
      "filing_date": "2021-03-05"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 799318759.0,
      "total_employees": 8,
      "filing_date": "2022-03-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 684745447.0,
      "total_employees": 8,
      "filing_date": "2023-03-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 722331263.0,
      "total_employees": 8,
      "filing_date": "2024-03-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 740003663.0,
      "total_employees": 8,
      "filing_date": "2025-04-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 651272660.0,
      "total_employees": 8,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $740,003,663 to $651,272,660 (-12%).",
        "Changed its office addresses in Piqua, OH."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "US Bank Trust",
      "name_as_filed": "US BANK TRUST",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/advanced-asset-management-advisors-inc-dublin-oh-119859.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 268,
      "fewer_than_5": false,
      "raum": 42704772.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 29,
      "fewer_than_5": false,
      "raum": 84897495.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 508081543.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 13149656.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 2439194.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/119859",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}