# American Retirement & Investment Strategies, LLC

> American Retirement & Investment Strategies, LLC is a state-registered investment advisory firm, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 27, 2026.

- CRD: 139482
- Filed as: AMERICAN RETIREMENT & INVESTMENT STRATEGIES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/139482
- AdvisorCensus page: https://advisorcensus.com/firm/american-retirement-and-investment-strategies-llc-139482

## Quick answers

**How is American Retirement & Investment Strategies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), American Retirement & Investment Strategies, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is American Retirement & Investment Strategies, LLC registered with the SEC or a state?**
American Retirement & Investment Strategies, LLC is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 139482.

**How much does American Retirement & Investment Strategies, LLC manage?**
American Retirement & Investment Strategies, LLC reports $102,976,717 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (75% discretionary).

**What types of clients does American Retirement & Investment Strategies, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (166); high net worth individuals (49).

**Does American Retirement & Investment Strategies, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/139482

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $102,976,717
- Discretionary: $77,212,435
- Non-discretionary: $25,764,282

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 166 | $56,138,138 |
| High net worth individuals | 49 | $46,838,579 |

### 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
- Other

### Firm details
- Registered since: 2006 (20 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, NH, RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. American Retirement & Investment Strategies, LLC (CRD 139482): Form ADV filing data as of October 2026.