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AMERICAN INDEPENDENT SECURITIES GROUP, LLC

EAGLE, ID · CRD 135288 · IAPD ↗ · 208-489-3131

$986.3MRegulatory AUM
49Advisory reps
49Employees
4385Clients
More than 500Planning clients
0Private funds
49States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — AMERICAN INDEPENDENT SECURITIES GROUP, LLC added office(s): 28 -> 36 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — AMERICAN INDEPENDENT SECURITIES GROUP, LLC reported RAUM up 63% ($604.9M -> $986.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
83
April 2026 — AMERICAN INDEPENDENT SECURITIES GROUP, LLC grew from 34 to 49 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
April 2025 — AMERICAN INDEPENDENT SECURITIES GROUP, LLC notice-filed in CT, MD, OK, PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — AMERICAN INDEPENDENT SECURITIES GROUP, LLC crossed $500M in regulatory AUM ($407.7M -> $513.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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