# American Investment Advisors Inc

> American Investment Advisors Inc is an SEC-registered investment advisory firm in Madison, WI, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 104579
- Filed as: AMERICAN INVESTMENT ADVISORS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Madison, WI
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104579
- AdvisorCensus page: https://advisorcensus.com/firm/american-investment-advisors-inc-madison-wi-104579

## Quick answers

**How is American Investment Advisors Inc compensated?**
On its Form ADV (Item 5.E, October 2026), American Investment Advisors Inc reports these compensation arrangements: a percentage of assets under its management.

**Where is American Investment Advisors Inc located?**
American Investment Advisors Inc's principal office is in Madison, WI, according to its Form ADV.

**Is American Investment Advisors Inc registered with the SEC or a state?**
American Investment Advisors Inc is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 104579.

**How much does American Investment Advisors Inc manage?**
American Investment Advisors Inc reports $137,877,247 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (88% discretionary).

**How have American Investment Advisors Inc's assets and staff changed since 2024?**
In the Form ADV data for American Investment Advisors Inc: Regulatory assets under management: $114,039,608 in the October 2024 data and $137,877,247 in the October 2026 data, up 21%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does American Investment Advisors Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (134); high net worth individuals (33); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does American Investment Advisors Inc use?**
American Investment 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 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 SEC record: https://adviserinfo.sec.gov/firm/summary/104579

**What changed in American Investment Advisors Inc's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $124,305,010 to $137,877,247 (+11%).

## From the Form ADV filing

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

### 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: $137,877,247
- Discretionary: $120,768,952
- Non-discretionary: $17,108,295

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 134 | $25,763,683 |
| High net worth individuals | 33 | $90,309,286 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $20,437,549 |
| Charitable organizations | 2 | $1,292,939 |
| Corporations or other businesses not listed above | 1 | $73,790 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- aiai.biz
- LinkedIn @american-investment-advisors-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $114,039,608 | 2 | June 25, 2024 |
| October 2025 | $124,305,010 | 2 | March 21, 2025 |
| October 2026 | $137,877,247 | 2 | March 25, 2026 |

Regulatory assets under management: $114,039,608 in the October 2024 data and $137,877,247 in the October 2026 data, up 21%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $124,305,010 to $137,877,247 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. American Investment Advisors Inc (CRD 104579): Form ADV filing data as of October 2026.