# Affiliated Investment Advisors, Inc.

> Affiliated Investment Advisors, Inc. is a state-registered investment advisory firm, registered since 1996, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 4, 2022.

- CRD: 117207
- Filed as: AFFILIATED INVESTMENT ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Utah
- Filing period: October 2026
- Form ADV filing dated: January 4, 2022
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117207
- AdvisorCensus page: https://advisorcensus.com/firm/affiliated-investment-advisors-inc-117207

## Quick answers

**How is Affiliated Investment Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Affiliated Investment Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Affiliated Investment Advisors, Inc. registered with the SEC or a state?**
Affiliated Investment Advisors, Inc. is a state-registered investment advisory firm, registered since 1996. Status as filed: APPROVED. CRD 117207.

**How much does Affiliated Investment Advisors, Inc. manage?**
Affiliated Investment Advisors, Inc. reports $4,200,000 in regulatory assets under management in its Form ADV filing dated January 4, 2022 (100% discretionary).

**What types of clients does Affiliated Investment Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8).

**Does Affiliated Investment Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/117207

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $4,200,000
- Discretionary: $4,200,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $4,200,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1996 (30 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- aiadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Affiliated Investment Advisors, Inc. (CRD 117207): Form ADV filing data as of October 2026.