AdvisorCensus / Financial advisors / California / San Diego / American Money Management, LLC
American Money Management, LLC is an SEC-registered investment advisory firm in Rancho Santa Fe, CA, registered since 2002, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.
Quick answers
From the filingHow is American Money Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), American Money Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.
What does American Money Management, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 24, 2026 states: Asset-based fee: 0.1% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is American Money Management, LLC located?
American Money Management, LLC's principal office is in Rancho Santa Fe, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is American Money Management, LLC registered with the SEC or a state?
American Money Management, LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 115357.
How much does American Money Management, LLC manage?
American Money Management, LLC reports $844,008,013 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (99% discretionary).
How have American Money Management, LLC's assets and staff changed since 2021?
In the Form ADV data for American Money Management, LLC: Regulatory assets under management: $392,985,320 in the October 2021 data and $844,008,013 in the October 2026 data, up 115%. Total employees: 15 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does American Money Management, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (621); high net worth individuals (211).
Which custodians does American Money Management, LLC use?
American Money Management, LLC'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 Money Management, 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/115357
Does American Money Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 24, 2026 says: "AMM’s minimum account size is $100,000; however, accounts under $100,000 may be accepted on an individual basis at the discretion of AMM."
What changed in American Money Management, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 10 to 11. Regulatory assets under management went from $734,010,908 to $844,008,013 (+15%). Registered or notice-filed in ID, NV, TN.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.1% to 1.5% a year (a range, as the brochure states it)
The brochure's wording
The annual fee ranges from 0.10% to 1.50% of assets being managed (“asset management fee”) and may be negotiable depending on the size and complexity of the client’s account.
Account minimum: $100,000 (the brochure says it may be waived or negotiated)
The brochure's wording
AMM’s minimum account size is $100,000; however, accounts under $100,000 may be accepted on an individual basis at the discretion of AMM.
As stated in the firm's Form ADV Part 2A brochure dated March 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$844,008,013 as of October 2026, filing dated March 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2002 (24 years)
- Employees
- Total: 13. Performing investment advisory functions: 11.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
17 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $844,008,013 | 13 | March 24, 2026 |
| October 2025 | $734,010,908 | 12 | February 21, 2025 |
| October 2024 | $660,473,182 | 12 | March 8, 2024 |
| October 2023 | $552,812,983 | 14 | March 28, 2023 |
| October 2022 | $552,988,201 | 14 | July 29, 2022 |
| October 2021 | $392,985,320 | 15 | July 20, 2021 |
Regulatory assets under management: $392,985,320 in the October 2021 data and $844,008,013 in the October 2026 data, up 115%.
Total employees: 15 in October 2021 and 13 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 10 to 11.
- Regulatory assets under management went from $734,010,908 to $844,008,013 (+15%).
- Registered or notice-filed in ID, NV, TN.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. American Money Management, LLC (CRD 115357): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/american-money-management-llc-rancho-santa-fe-ca-115357