# American Financial Advisors Inc

> American Financial Advisors Inc is an SEC-registered investment advisory firm in Winter Park, FL, registered since 1999, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 108530
- Filed as: AMERICAN FINANCIAL ADVISORS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Winter Park, FL
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108530
- AdvisorCensus page: https://advisorcensus.com/firm/american-financial-advisors-inc-winter-park-fl-108530

## Quick answers

**How is American Financial Advisors Inc compensated?**
On its Form ADV (Item 5.E, October 2026), American Financial Advisors Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does American Financial Advisors Inc charge?**
Its Form ADV Part 2A brochure dated February 10, 2026 states: Flat fee: $325 to $5,000 (plan fee); Hourly rate: $325 an hour (professional services); Hourly rate: $175 an hour (staff time). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is American Financial Advisors Inc located?**
American Financial Advisors Inc's principal office is in Winter Park, FL, according to its Form ADV.

**Is American Financial Advisors Inc registered with the SEC or a state?**
American Financial Advisors Inc is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 108530.

**How much does American Financial Advisors Inc manage?**
American Financial Advisors Inc reports $1,279,425,880 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (0% discretionary).

**How have American Financial Advisors Inc's assets and staff changed since 2021?**
In the Form ADV data for American Financial Advisors Inc: Regulatory assets under management: $635,027,053 in the October 2021 data and $1,279,425,880 in the October 2026 data, up 101%. Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does American Financial Advisors Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (421); individuals (other than high net worth individuals) (378).

**Which custodians does American Financial Advisors Inc use?**
American Financial Advisors Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does American Financial 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 SEC record: https://adviserinfo.sec.gov/firm/summary/108530

**What changed in American Financial Advisors Inc's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 9 to 8. Regulatory assets under management went from $1,043,473,812 to $1,279,425,880 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 10, 2026)

- Flat fee: $325 to $5,000 (plan fee)

> Fixed Fees: Ranging from $325 to $5000.

- Hourly rate: $325 an hour (professional services)

> Hourly Fees: $325/hour for professional services and $175 for staff time

- Hourly rate: $175 an hour (staff time)

> Hourly Fees: $325/hour for professional services and $175 for staff time

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,279,425,880
- Discretionary: $0
- Non-discretionary: $1,279,425,880

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 378 | $205,959,015 |
| High net worth individuals | 421 | $1,073,466,865 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 1999 (27 years)
- Employees: 8 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- afadvisors.com
- Facebook @AmFinAdvisors
- LinkedIn @american-financial-advisors-inc-
- X @AFAdvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $635,027,053 | 6 | February 25, 2021 |
| October 2022 | $732,898,362 | 6 | June 3, 2022 |
| October 2023 | $725,689,661 | 6 | February 17, 2023 |
| October 2024 | $887,197,372 | 9 | July 2, 2024 |
| October 2025 | $1,043,473,812 | 9 | May 30, 2025 |
| October 2026 | $1,279,425,880 | 8 | February 10, 2026 |

Regulatory assets under management: $635,027,053 in the October 2021 data and $1,279,425,880 in the October 2026 data, up 101%.
Total employees: 6 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 9 to 8.
- Regulatory assets under management went from $1,043,473,812 to $1,279,425,880 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. American Financial Advisors Inc (CRD 108530): Form ADV filing data as of October 2026.