Data / Investment advisers / Wisconsin / American Investment Advisors Inc
American Investment Advisors Inc, Madison, WI: $138 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
American Investment Advisors Inc is an SEC registered investment adviser with its main office in Madison, Wisconsin and reports $138 million in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 104579
- SEC file number
- 801-130760
- SEC status
- Approved, effective July 24, 2024
- Main office
- 3330 University Ave Ste 120, Madison, WI 53705
- Phone
- (608) 238-3500
- Website
- aiai.biz
- Regulatory AUM
- $137,877,247 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $120,768,952
- Non discretionary AUM
- $17,108,295
- Accounts
- 176
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 33 | $90.3 million |
| Individuals (other than high net worth individuals) | 134 | $25.8 million |
| Pension and profit sharing plans | 6 | $20.4 million |
| Charitable organizations | 2 | $1.3 million |
| Corporations or other businesses | 1 | $73,790 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $137.9 million | March 25, 2026 |
| December 1, 2025 | $124.3 million | March 21, 2025 |
Other advisers in Madison
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mendota Financial Group, LLC | Madison | $254.2 million | Not listed | adviserinfo.sec.gov |
| Calculated Wealth | Madison | $200.8 million | Not listed | adviserinfo.sec.gov |
| Sycamore Investment Consulting Services, LLC | Madison | $159.6 million | Not listed | adviserinfo.sec.gov |
| CLF Asset Management, Inc. | Madison | $146.9 million | Not listed | adviserinfo.sec.gov |
| CMG Wealth Advisors LLC | Madison | $138.4 million | Not listed | adviserinfo.sec.gov |
| Central Wealth Management LLC | Madison | $136.8 million | Not listed | adviserinfo.sec.gov |
| Omni Financial LLC | Madison | $116.9 million | Not listed | adviserinfo.sec.gov |
| Leach, Bickmore & Weiss Wealth Management, LLC | Madison | $115.3 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Madison, WI
- Investment advisers in Wisconsin
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- American Investment Advisors Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.