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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Wave meridianCatalyst +more
- Established Date
- 08-29-1995
- Office Locations
- 3
Office Locations
About American Financial Advisors INC
American Financial Advisors is a Florida-based wealth management firm serving individual investors, with a focus on disciplined, broad-market portfolio construction. The team offers a free portfolio analysis and risk profiling to align allocation, diversification, downside exposure, and performance optimization with client goals—especially for households with $500k+ in investable assets. Primarily custodying through Charles Schwab, AFA emphasizes a core diversified strategy designed around risk tolerance.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW JOHN BOYCE
Chief Financial Officer, Director, President
- CRD
- #2625560
- Ownership
- 50% but less than 75%
WILLIAM ANDREW MERTES
Advisor, Chief Investment Officer
- CRD
- #2717949
- Ownership
- 50% but less than 75%
Focus oak
Pathway ember
- CRD
- #68178
- Ownership
- 17.2%
Showing 2 of 3 owners & executives
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ALEXANDER JAN BRAS
Advisor
- CRD
- #6476761
Andrew Markus Bras
Investment Advisor Representative
- CRD
- #7150887
Harbor pathway
Crest prime harbor
- CRD
- #43485
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,279,425,880 | $724,887 |
| Total | $1,279,425,880 | $724,887 |
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Separately Managed Accounts
Total SMA Asset: $1,279,425,880
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,011,254,812 | 100.0% |
| Total | $2,011,254,812 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER FUSION DELTA | NORTH DELTA | GI06M08ZD | TUEH | 6.51% | $10,205,191 |
| HARBOR CREST | PIONEER PATHWAY | 5PKGCQHVX | AZAWD | 0.78% | $113,803,127 |
| MOMENTUM QUANTUM | CAPITAL ZENITH | 9GAYQMTOV | VDMH | 6.66% | $66,924,209 |
| PRIME GLACIER | EMBER FOCUS | MM9E971TL | MXBV | 10.53% | $54,997,253 |
| PEAK INSIGHT | MERIDIAN GLACIER | AGU3FTQXJ | WVZBL | 12.09% | $101,600,741 |
| VITAL MERIDIAN RADIAL | VALUE FRONTIER | PEUJTY4L7 | AKW | 11.28% | $5,129,295 |
| UNISON VALUE | MOMENTUM VECTOR | D6LJWK16Q | VYH | 12.47% | $58,907,106 |
| EMBER CATALYST | RIDGE TIMBER | 36KMWLUJZ | KDNJM | 1.32% | $8,722,921 |