← Tributary

AMERICAN FINANCIAL ADVISORS INC

WINTER PARK, FL · CRD 108530 · IAPD ↗ · 407-207-9006

$1.28BRegulatory AUM
8Advisory reps
8Employees
56Clients
51-100Planning clients
0Private funds
32States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
June 2025 — AMERICAN FINANCIAL ADVISORS INC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2025 — AMERICAN FINANCIAL ADVISORS INC notice-filed in MN, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
March 2025 — AMERICAN FINANCIAL ADVISORS INC crossed $1B in regulatory AUM ($887.2M -> $1.04B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
71
April 2024 — AMERICAN FINANCIAL ADVISORS INC grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.