American Investment Advisors Inc
● SEC registered since 2024CRD 104579SEC# 801-130760Madison, WI
Reg. AUM
$137.9M
Employees
2
Accounts
176
Location
Madison, WI
About American Investment Advisors
American Investment Advisors offers investment management, financial planning, retirement plan management, college savings guidance, and socially conscious investment options. The practice frames its work around helping families protect and plan for their futures.
Summary based on the firm’s website.
American Investment Advisors Inc assets under management
American Investment Advisors Inc is a registered investment adviser overseen by the SEC based in Madison, WI. The firm has been registered since 2024. It reports $137.9 million in regulatory assets under management and employs 2 people.
American Investment Advisors Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| William Arthur Bullock Control | President, Chief Compliance Officer, Director, Secretary, Treasurer | Over 75% | 2001 |
Frequently asked questions
How much does American Investment Advisors Inc manage?
American Investment Advisors Inc reports $137.9 million in regulatory assets under management on its Form ADV.
How many employees does American Investment Advisors Inc have?
American Investment Advisors Inc reports 2 employees.
Where is American Investment Advisors Inc located?
American Investment Advisors Inc is based in Madison, WI and has been SEC-registered since 2024.
Does American Investment Advisors Inc disclose fund performance?
American Investment Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3330 University Ave Ste 120, Madison, WI 53705-2167 |
| Phone | 608-238-3500 |
| Fax | 608-238-9050 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$137.9M▲ 11%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$137.9Mregulatory AUM
Discretionary $120.8MNon-discretionary $17.1M