# American Investors Co

> American Investors Co is an SEC-registered investment advisory firm in San Ramon, CA, registered since 2000, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 26, 2026.

- CRD: 38
- Filed as: AMERICAN INVESTORS CO
- Legal name: L.S.Y., Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Ramon, CA
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/38
- AdvisorCensus page: https://advisorcensus.com/firm/american-investors-co-san-ramon-ca-38

## Quick answers

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

**How much does American Investors Co charge?**
Its Form ADV Part 2A brochure dated June 26, 2026 states: Hourly rate: up to $350 an hour (construction of investment plans, as well as other planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is American Investors Co located?**
American Investors Co's principal office is in San Ramon, CA, according to its Form ADV; the July 2026 filing also lists 8 other offices (Schedule D, Section 1.F).

**Is American Investors Co registered with the SEC or a state?**
American Investors Co is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 38.

**How much does American Investors Co manage?**
American Investors Co reports $630,665,806 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (100% discretionary).

**How have American Investors Co's assets and staff changed since 2021?**
In the Form ADV data for American Investors Co: Regulatory assets under management: $588,575,319 in the October 2021 data and $630,665,806 in the October 2026 data, up 7%. Total employees: 41 in October 2021 and 32 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does American Investors Co serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (548); high net worth individuals (211); corporations or other businesses not listed above (7).

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

**Does American Investors Co 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/38

**What changed in American Investors Co's recent Form ADV filings?**
In the July 2026 filing data: Employees performing advisory functions went from 30 to 32. 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
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated June 26, 2026)

- Hourly rate: up to $350 an hour (construction of investment plans, as well as other planning services)

> Hourly consultation fees are negotiable but will not exceed $350 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
- National Financial 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: $630,665,806
- Discretionary: $628,902,725
- Non-discretionary: $1,763,081

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 548 | $163,209,871 |
| High net worth individuals | 211 | $434,165,916 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $25,311,746 |
| Charitable organizations | Fewer than 5 | $2,958,291 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | 7 | $4,902,762 |
| Other | Fewer than 5 | $117,220 |

### Advisory services (Item 5.G)
- Financial planning services
- 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: 2000 (26 years)
- Employees: 32 total, 32 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, NV, NY, OR, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Auburn, CA
- Dublin, CA
- Los Banos, CA
- Monterey, CA
- Rocklin, CA
- San Jose, CA
- San Rafael, CA
- San Ramon, CA

### Websites listed on Form ADV (Item 1.I)
- [americaninvestorsco.com](https://americaninvestorsco.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $588,575,319 | 41 | June 28, 2021 |
| October 2022 | $598,152,492 | 39 | June 28, 2022 |
| October 2023 | $511,001,949 | 37 | June 28, 2023 |
| October 2024 | $616,901,590 | 32 | June 26, 2024 |
| October 2025 | $578,062,390 | 30 | June 26, 2025 |
| October 2026 | $630,665,806 | 32 | June 26, 2026 |

Regulatory assets under management: $588,575,319 in the October 2021 data and $630,665,806 in the October 2026 data, up 7%.
Total employees: 41 in October 2021 and 32 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Employees performing advisory functions went from 30 to 32.
- 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 Investors Co (CRD 38): Form ADV filing data as of October 2026.