$8.6M Total AUM
$8.6M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Principal
- Clients
- Retail and Institutional
- Platforms
- FocusGlacier
- Established Date
- 01-30-2020
- Office Locations
- 1
Office Locations
3931 SAN Leandro Place Alexandria VA
About American Executive Advisors, LLC
American Executive Advisors provides independent fiduciary advice for individuals and families, combining comprehensive financial planning with ongoing asset management and portfolio design. The firm emphasizes Defined Outcome Investing to build more resilient, risk-aware portfolios and can also incorporate Bitcoin as a digital-asset allocation.
Team overview
-- AVG AGE
$8.6M AVG AUM / ADVISOR
$219.2K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Ridge ember Alpha alpha Signal vertex Focus ember Catalyst crest
Client Personas
Harbor atlas Fusion wave Vertex timber
Custodian
Radial Vertex Bridge
Fund Managers
Timber
Investment Themes
Vertex Momentum prime Unison Zenith Delta
Investment Vehicles
Horizon element Wave glacier
Platform
Pathway
Services
Atlas Element Ember Value Harbor Harbor
Technology
Zenith Alpha
Owner & Executives
Michael Patrick Casey
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #6618792
- Ownership
- 75% or more
(440) 426-7998
vital.oak@peakcapital.com
in linkedin.com/in/meridian-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,550,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,550,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,550,000
Public Funds:
21.6% Corporate - Investment Grade:
20.0% Cash:
31.0% Equity - Exchange:
17.0% Municipal Bonds:
10.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $709,009,036 | 21.6% |
| Corporate - Investment Grade | $656,489,848 | 20.0% |
| Cash | $1,017,559,264 | 31.0% |
| Equity - Exchange | $558,016,371 | 17.0% |
| Municipal Bonds | $341,374,720 | 10.4% |
| Total | $3,282,449,239 | 100.0% |