A
$738.4M Total AUM
$593.9M Disc. AUM
12.7% 3Y CAGR
5 Employees
576 ADV. Clients
13 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-08-2012
- Office Locations
- 1
Office Locations
832 Georgia Avenue Suite 100 Chattanooga TN
About AM Investment Strategies, LLC
AM Investment Strategies, LLC is a Chattanooga-based RIA. The firm has been operating for 13 years. Managing $738.4M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS and Wells Fargo.
Team overview
-- AVG AGE
$369.2M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
13.7 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
CRM
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
AON DOUGLAS MILLER
Director of Finance, Manager, Managing Member
- CRD
- #3083225
- Ownership
- 75% or more
Available
Available
Available
L
LAURA GINNETTE OWSLEY
Chief Compliance Officer, Financial Advisor, Manager, Managing Member
- CRD
- #4886775
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $593,903,298 | $463,263 |
| Non-Discretionary | $144,520,975 | $1,363,405 |
| Total | $738,424,273 | $532,006 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Municipal Bonds:
Available Other:
Available Private Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
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