# American Financial Advisors, LLC.

> American Financial Advisors, LLC. is an SEC-registered investment advisory firm in Marietta, GA, registered since 2001, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 3, 2026.

- CRD: 115824
- Filed as: AMERICAN FINANCIAL ADVISORS, LLC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Marietta, GA
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/115824
- AdvisorCensus page: https://advisorcensus.com/firm/american-financial-advisors-llc-marietta-ga-115824

## Quick answers

**How is American Financial Advisors, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), American Financial Advisors, LLC. 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, LLC. charge?**
Its Form ADV Part 2A brochure dated July 3, 2026 states: Hourly rate: $150 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is American Financial Advisors, LLC. located?**
American Financial Advisors, LLC.'s principal office is in Marietta, GA, according to its Form ADV.

**Is American Financial Advisors, LLC. registered with the SEC or a state?**
American Financial Advisors, LLC. is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 115824.

**How much does American Financial Advisors, LLC. manage?**
American Financial Advisors, LLC. reports $950,150,212 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (100% discretionary).

**How have American Financial Advisors, LLC.'s assets and staff changed since 2021?**
In the Form ADV data for American Financial Advisors, LLC.: Regulatory assets under management: $843,006,517 in the October 2021 data and $950,150,212 in the October 2026 data, up 13%. Total employees: 7 in October 2021 and 6 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, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (517); high net worth individuals (299); corporations or other businesses not listed above (4).

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

**Does American Financial Advisors, LLC. 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/115824

**What changed in American Financial Advisors, LLC.'s recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 3 to 4.

## 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 July 3, 2026)

- Hourly rate: $150 an hour (financial planning services)

> Clients who have not entered an Investment Advisory Agreement with AFA, LLC and engage AFA, LLC strictly for financial planning services are billed for the engagement at an hourly rate of $150 per hour.

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.
- Fidelity Brokerage Services LLC

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: $950,150,212
- Discretionary: $950,150,212
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 517 | $201,901,967 |
| High net worth individuals | 299 | $733,547,555 |
| 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 | 4 | $14,700,690 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2001 (24 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, FL, GA, IL, IN, LA, MA, NC, NE, NH, NV, NY, OH, OR, SC, TN, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [afainvestments.com](https://afainvestments.com)
- Facebook @AFAinvestments
- LinkedIn @american-financial-advisors-llc
- LinkedIn @mike-stark-5982ab1
- X @mikestarkAFA
- YouTube @UCeFCILNF-fkIAYRNAAUBhog

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $843,006,517 | 7 | March 31, 2021 |
| October 2022 | $925,887,267 | 7 | February 28, 2022 |
| October 2023 | $777,096,773 | 7 | March 10, 2023 |
| October 2024 | $853,526,370 | 6 | July 2, 2024 |
| October 2025 | $895,119,966 | 6 | March 18, 2025 |
| October 2026 | $950,150,212 | 6 | September 3, 2026 |

Regulatory assets under management: $843,006,517 in the October 2021 data and $950,150,212 in the October 2026 data, up 13%.
Total employees: 7 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 3 to 4.

### August 2026
- Employees performing advisory functions went from 4 to 3.

### June 2026
- Employees performing advisory functions went from 3 to 4.

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. American Financial Advisors, LLC. (CRD 115824): Form ADV filing data as of October 2026.