A
$31.6M Total AUM
$31.6M Disc. AUM
-10.4% 3Y CAGR
2 Employees
134 ADV. Clients
42 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- MatrixOptima +more
- Established Date
- 10-26-1983
- Office Locations
- 2
Office Locations
211 Owings Gate CT Suite 302 Owings Mills MD
6003 University Avenue, STE C Cedar Falls IA
About American Financial Management, Ltd.
American Financial Management (AFM) is a fiduciary firm founded in 1983 providing goals-based financial planning, risk-based investment advisory, and life insurance solutions for individuals and advisors. The team builds personalized portfolios aligned to each client’s objectives and risk tolerance, supported by research and advisor/client decision tools—including a Nitrogen (Riskalyze) Risk Number questionnaire to quantify risk preferences.
Team overview
28 AVG AGE
$15.8M AVG AUM / ADVISOR
$235.8K AVG AUM / CLIENT
14.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
42yrs Firm Age
Insights
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Asset Classes
Atlas legacy Vital vital
Custodian
Eagle Legacy vector Bridge Frontier horizon Harbor
Investment Themes
Catalyst foundation Beacon Zenith Horizon signal
Investment Vehicles
Catalyst vector
Platform
Beacon catalyst Wave
Services
Peak Element Foundation Pathway Optima Wave Crest eagle
Technology
Oak Focus value Vital glacier
Owner & Executives
B
Bradley Taliaferro Clough
Chief Compliance Officer, President
- CRD
- #6852913
- Ownership
- 75% or more
(843) 754-7271
atlas.momentum@vitalcapital.com
in linkedin.com/in/zenith-unison
Showing 1 of 1 owners & executives
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HOWARD RICHARD DOBSON JR
Advisor
- CRD
- #723493
(653) 342-2242
atlas.peak@foundationcapital.com
in linkedin.com/in/matrix-delta
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,600,000 | $203,871 |
| Non-Discretionary | $0 | -- |
| Total | $31,600,000 | $203,871 |
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Separately Managed Accounts
Total SMA Asset: $31,600,000
Public Funds:
27.9% Cash:
37.3% Equity - Exchange:
19.7% U.S. Government/Agency:
15.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $846,638,891 | 27.9% |
| Cash | $1,131,886,402 | 37.3% |
| Equity - Exchange | $597,805,955 | 19.7% |
| U.S. Government/Agency | $458,216,747 | 15.1% |
| Total | $3,034,547,995 | 100.0% |