# American Investment Services Inc

> American Investment Services Inc is an SEC-registered investment advisory firm in Great Barrington, MA, registered since 1979, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 110043
- Filed as: AMERICAN INVESTMENT SERVICES INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Great Barrington, MA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110043
- AdvisorCensus page: https://advisorcensus.com/firm/american-investment-services-inc-great-barrington-ma-110043

## Quick answers

**How is American Investment Services Inc compensated?**
On its Form ADV (Item 5.E, October 2026), American Investment Services 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.

**Where is American Investment Services Inc located?**
American Investment Services Inc's principal office is in Great Barrington, MA, according to its Form ADV.

**Is American Investment Services Inc registered with the SEC or a state?**
American Investment Services Inc is an SEC-registered investment advisory firm, registered since 1979. Status as filed: Approved. CRD 110043.

**How much does American Investment Services Inc manage?**
American Investment Services Inc reports $1,072,980,569 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have American Investment Services Inc's assets and staff changed since 2021?**
In the Form ADV data for American Investment Services Inc: Regulatory assets under management: $1,183,817,935 in the October 2021 data and $1,072,980,569 in the October 2026 data, down 9%. Total employees: 13 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does American Investment Services Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (202); high net worth individuals (157); charitable organizations (13).

**Which custodians does American Investment Services Inc use?**
American Investment Services 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 Services 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/110043

**What changed in American Investment Services Inc's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 5. Regulatory assets under management went from $1,295,294,172 to $1,072,980,569 (-17%). Updated its list of owners and control persons (Schedule A).

## 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: $1,072,980,569
- Discretionary: $1,072,980,569
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 202 | $98,299,678 |
| High net worth individuals | 157 | $572,748,578 |
| 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) | Fewer than 5 | $6,963,572 |
| Charitable organizations | 13 | $272,812,034 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| 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 | 6 | $122,156,707 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1979 (47 years)
- Employees: 10 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CT, FL, GA, IL, IN, LA, MA, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TX, VA, VT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,183,817,935 | 13 | July 1, 2021 |
| October 2022 | $1,283,076,209 | 13 | March 30, 2022 |
| October 2023 | $1,203,447,677 | 11 | March 31, 2023 |
| October 2024 | $1,243,691,845 | 11 | March 29, 2024 |
| October 2025 | $1,295,294,172 | 10 | March 31, 2025 |
| October 2026 | $1,072,980,569 | 10 | March 31, 2026 |

Regulatory assets under management: $1,183,817,935 in the October 2021 data and $1,072,980,569 in the October 2026 data, down 9%.
Total employees: 13 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 5.
- Regulatory assets under management went from $1,295,294,172 to $1,072,980,569 (-17%).
- 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 Investment Services Inc (CRD 110043): Form ADV filing data as of October 2026.