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American Independent Securities Group, LLC

American Independent Securities Group, LLC. CRD 135288

American Independent Securities Group, LLC logo

CRD: 135288

American Independent Securities Group, LLC

Eagle, ID, 83616
2084893131
www.americanisg.com
$986.3M Total AUM
$53.6M Disc. AUM
34.2% 3Y CAGR
49 Employees
8,770 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Assetmark · Charles Schwab & Company · RBC
Clients
Retail and Institutional
Platforms
ZenithSummit +more
Established Date
08-18-2005
Office Locations
39

Office Locations

1 North Main Street Suite 401 Minot ND
1107 West BAY Drive Unit 101 Suite B Olympia WA
1120 S Rackham WAY STE 300, Meridian, ID 83642 Meridian ID

About American Independent Securities Group, LLC

American Independent Securities Group (AISG) supports financial professionals with back-office and compliance infrastructure so advisors can focus on clients. The firm emphasizes networking and product support, with portfolio construction and planning that commonly uses ETFs and mutual funds alongside fixed income and select alternatives/insurance solutions. Chief Compliance Officer Sheila Kerbein leads the compliance program.

Team overview

48 AVG AGE
$20.1M AVG AUM / ADVISOR
$112.5K AVG AUM / CLIENT
8.7 yrs AVG TENURE
49 Employees
49 Advisory Reps
48 RIA Reps
20yrs Firm Age

Insights

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Asset Classes

Timber beacon Insight timber Frontier eagle

Client Personas

Catalyst peak

CRM

Beacon

Custodian

Focus crest Radial vital Momentum Fusion

Investment Themes

Frontier Beacon delta

Investment Vehicles

Meridian Beacon

Platform

Momentum

Services

Value optima Capital Timber prime North Alpha capital Ember

Technology

Ridge Peak fusion Foundation pathway Frontier delta Vital

Owner & Executives

RYAN SHANE CARLSON

RYAN SHANE CARLSON

Chief Executive Officer, Principal

CRD
#4209072
Ownership
75% or more
(474) 803-2273
eagle.harbor@pathwaycapital.com
in linkedin.com/in/peak-vital
R

REYHEENA MARIA FAXON

Finop, PRINCIPAL

CRD
#4219599
Ownership
Less than 5%
(818) 426-8327
vital.alpha@pathwaycapital.com
in linkedin.com/in/north-signal
C

Catalyst meridian

Radial quantum

CRD
#43328
Ownership
16.3%
(871) 364-7419
quantum.eagle@quantumcapital.com
in linkedin.com/in/quantum-capital

Showing 2 of 4 owners & executives

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Contacts

LISA MARIE ADAMS

LISA MARIE ADAMS

Investment Advisor

CRD
#6489237
(285) 675-6212
pioneer.insight@insightcapital.com
in linkedin.com/in/ridge-vital
TRACEE ALANE ADAMS

TRACEE ALANE ADAMS

Investment Advisor

CRD
#5858361
(373) 289-4732
matrix.vital@vitalcapital.com
in linkedin.com/in/bridge-ember
P

Peak unison

Matrix fusion

CRD
#16111
(691) 989-8555
peak.summit@harborcapital.com
in linkedin.com/in/vector-pioneer

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
03-31-2023
03-27-2024
11-06-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $53,629,655 $156,812
Non-Discretionary $932,702,352 $230,696
Total $986,332,007 $224,933

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Separately Managed Accounts

Total SMA Asset: $986,332,007

$986.3M Total SMA
Equity - Exchange:
14.6%
Public Funds:
14.1%
Corporate - Investment Grade:
18.0%
Cash:
31.5%
U.S. Government/Agency:
7.8%
Municipal Bonds:
14.0%
Asset class Assets Assets %
Equity - Exchange $400,426,089 14.6%
Public Funds $386,712,866 14.1%
Corporate - Investment Grade $493,676,000 18.0%
Cash $863,932,999 31.5%
U.S. Government/Agency $213,926,266 7.8%
Municipal Bonds $383,970,222 14.0%
Total $2,742,644,442 100.0%

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