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AMERICAN INVESTORS CO

SAN RAMON, CA · CRD 38 · IAPD ↗ · americaninvestorsco.com · 925-866-2882

$630.7MRegulatory AUM
32Advisory reps
32Employees
18Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2025 — AMERICAN INVESTORS CO notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
July 2024 — AMERICAN INVESTORS CO shrank from 37 to 32 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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