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- Custodian
- Fidelity/NFS ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-08-2012
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between November 6, 2025 and February 11, 2026, reported AUM increased 4.0%, from $709.9M to $738.4M.
Across 5 reported observations, AUM increased 17.2% between December 7, 2022 and February 11, 2026, from $630.2M to $738.4M.
Of the latest reported AUM, 80.4% is discretionary and 19.6% is non-discretionary.
The firm reports 2 advisory representatives and 576 clients, or 288 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on February 11, 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
- CRM
- Investment Vehicles
- Services
- Technology
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The full AM Investment Strategies, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
AON DOUGLAS MILLER
Director of Finance, Manager, Managing Member
- CRD
- #3083225
- Ownership
- 75% or more
LAURA GINNETTE OWSLEY
Chief Compliance Officer, Financial Advisor, Manager, Managing Member
- CRD
- #4886775
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
AM Investment Strategies, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
AM Investment Strategies, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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