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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- FrontierZenith signal +more
- Established Date
- 06-18-2015
- Office Locations
- 5
Office Locations
About American Elite Advisory
American Elite Advisory is a Dallas-based fiduciary RIA providing personalized financial planning and investment management, with an emphasis on retirement planning and helping clients protect family goals. The firm serves a broad retail mix from executives and entrepreneurs to retirees and young families. Portfolios skew toward ETFs, and the practice supports major custodians including Charles Schwab and Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
VERNON LEROY BELL
Chief Compliance Officer, President
- CRD
- #4541332
- Ownership
- 50% but less than 75%
DANIEL DAVID DOWER
Chief Counsel, Investment Advisor
- CRD
- #5862775
- Ownership
- 10% but less than 25%
Prime horizon
Ember matrix ember
- CRD
- #70241
- Ownership
- 15.2%
Showing 2 of 3 owners & executives
Unlock allContacts
ROBERT Manuel LOZANO
Vice President
- CRD
- #2252680
James Van Shores
Agent
- CRD
- #6890789
Zenith legacy
Eagle glacier momentum
- CRD
- #15136
Showing 2 of 6 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,126,416 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,126,416 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,126,416
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $298,554,806 | 26.9% |
| Other | $420,640,415 | 37.9% |
| Cash | $390,673,948 | 35.2% |
| Total | $1,109,869,169 | 100.0% |