{
  "crd_number": 135288,
  "slug": "american-independent-securities-group-llc-eagle-id-135288",
  "primary_business_name": "AMERICAN INDEPENDENT SECURITIES GROUP, LLC",
  "legal_name": "AMERICAN INDEPENDENT SECURITIES GROUP, LLC",
  "dbas": [],
  "city": "Eagle",
  "state": "ID",
  "country": "United States",
  "cbsa_code": "14260",
  "metro": {
    "cbsa_code": "14260",
    "common_name": "Boise City",
    "msa_name": "Boise City, ID",
    "path": "/advisors/id/boise-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2008-05-27",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 986332007.0,
  "raum_discretionary": 53629655.0,
  "raum_non_discretionary": 932702352.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 49,
  "advisory_employees": 49,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 4876134.0,
      "count": 13
    },
    "individuals": {
      "raum": 578268192.0,
      "count": 3902
    },
    "pension_profit_sharing": {
      "raum": 5493195.0,
      "count": 18
    },
    "high_net_worth_individuals": {
      "raum": 389132165.0,
      "count": 437
    },
    "corporations_other_businesses": {
      "raum": 8562321.0,
      "count": 15
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://americanisg.com",
    "https://linkedin.com/company/american-independent-securities-group"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/135288",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": "EAGLE",
  "url": "https://advisorcensus.com/firm/american-independent-securities-group-llc-eagle-id-135288",
  "display_name": "American Independent Securities Group, LLC",
  "summary": "American Independent Securities Group, LLC is an SEC-registered investment advisory firm in Eagle, ID, registered since 2008, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. American Independent Securities Group, LLC (CRD 135288): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is American Independent Securities Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), American Independent Securities Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does American Independent Securities Group, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.75% to 2.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is American Independent Securities Group, LLC located?",
      "a": "American Independent Securities Group, LLC's principal office is in Eagle, ID, according to its Form ADV; the April 2026 filing also lists 18 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is American Independent Securities Group, LLC registered with the SEC or a state?",
      "a": "American Independent Securities Group, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 135288."
    },
    {
      "q": "How much does American Independent Securities Group, LLC manage?",
      "a": "American Independent Securities Group, LLC reports $986,332,007 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (5% discretionary)."
    },
    {
      "q": "How have American Independent Securities Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for American Independent Securities Group, LLC: Regulatory assets under management: $341,256,603 in the October 2021 data and $986,332,007 in the October 2026 data, up 189%. Total employees: 40 in October 2021 and 49 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does American Independent Securities Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3,902); high net worth individuals (437); pension and profit sharing plans (but not the plan participants or government pension plans) (18)."
    },
    {
      "q": "Which custodians does American Independent Securities Group, LLC use?",
      "a": "American Independent Securities Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark, Inc and RBC Capital Markets, LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does American Independent Securities Group, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/135288"
    },
    {
      "q": "What changed in American Independent Securities Group, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 34 to 49. Regulatory assets under management went from $604,888,609 to $986,332,007 (+63%). Changed its office addresses in Greenwood Village, CO. Changed its office addresses in Honolulu, HI. Changed its office addresses in Idaho Falls, ID. Changed its office addresses in Post Falls, ID. Added an office in Edmonds, WA. Added an office in Fort Thomas, KY. Added an office in North Royalton, OH. Added an office in Troy, MI. No longer lists an office in Rockford, IL."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 341256603.0,
      "total_employees": 40,
      "filing_date": "2021-04-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 412166856.0,
      "total_employees": 40,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 407674041.0,
      "total_employees": 33,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 513341332.0,
      "total_employees": 33,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 604888609.0,
      "total_employees": 34,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 986332007.0,
      "total_employees": 49,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 34 to 49.",
        "Regulatory assets under management went from $604,888,609 to $986,332,007 (+63%).",
        "Changed its office addresses in Greenwood Village, CO.",
        "Changed its office addresses in Honolulu, HI.",
        "Changed its office addresses in Idaho Falls, ID.",
        "Changed its office addresses in Post Falls, ID.",
        "Added an office in Edmonds, WA.",
        "Added an office in Fort Thomas, KY.",
        "Added an office in North Royalton, OH.",
        "Added an office in Troy, MI.",
        "No longer lists an office in Rockford, IL."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.75% to 2.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.75% to 2.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Our annual fees for Investment Advisory Services are based upon a percentage of assets under management and generally range from .75% to 2.5%. The fee is negotiated and is based upon a variety of factors"
        ]
      }
    ],
    "quotes": [
      "Our annual fees for Investment Advisory Services are based upon a percentage of assets under management and generally range from .75% to 2.5%. The fee is negotiated and is based upon a variety of factors"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Assetmark, Inc",
      "name_as_filed": "ASSETMARK, INC",
      "affiliated": false
    },
    {
      "name": "RBC Capital Markets, LLC",
      "name_as_filed": "RBC CAPITAL MARKETS, LLC",
      "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/american-independent-securities-group-llc-eagle-id-135288.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 3902,
      "fewer_than_5": false,
      "raum": 578268192.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 437,
      "fewer_than_5": false,
      "raum": 389132165.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 18,
      "fewer_than_5": false,
      "raum": 5493195.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 13,
      "fewer_than_5": false,
      "raum": 4876134.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 15,
      "fewer_than_5": false,
      "raum": 8562321.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/135288",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}