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- Custodian
- Interactive Brokers ยท Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-23-2017
- Office Locations
- 1
Office Locations
About AIS Financial
AIS Financial Group is a St. Louis, Missouri state-registered RIA (founded 2016) providing customizable financial planning and investment management for individuals and business owners. The firm specializes in life and retirement asset management and builds portfolios that skew heavily to ETFs, with custody that includes Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 24 clients, or 24 clients per representative. That equates to $121.5K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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The full AIS Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSHUA WAYNE ARMSTRONG
Chief Compliance Officer, Managing Member
- CRD
- #4982232
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,915,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,915,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
AIS Financial has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.