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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-19-1999
- Office Locations
- 1
Office Locations
About American Investment Advisors INC
American Investment Advisors Inc is a Madison, WI RIA providing investment management and financial planning, including retirement plan management and college-savings (529) guidance. The firm builds diversified portfolios using ETFs and mutual funds and supports tax/estate and retirement planning for individuals and plan clients. Custodies primarily with Charles Schwab & Co.
Reported data analysis
What the numbers show
Between March 21, 2025 and March 25, 2026, reported AUM increased 10.9%, from $124.3M to $137.9M.
Across 5 reported observations, AUM increased 221.4% between March 31, 2011 and March 25, 2026, from $42.9M to $137.9M.
Of the latest reported AUM, 87.6% is discretionary and 12.4% is non-discretionary.
The firm reports 2 advisory representatives and 176 clients, or 88 clients per representative. That equates to $783.4K in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
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- Investment Vehicles
- Platform
- Services
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Owner & Executives
WILLIAM ARTHUR BULLOCK
Chief Compliance Officer, DIRECTOR, President, Secretary, TREASURER
- CRD
- #2820717
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,768,952 | $698,086 |
| Non-Discretionary | $17,108,295 | $5,702,765 |
| Total | $137,877,247 | $783,393 |
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Separately Managed Accounts
SMA allocation detail is available
American Investment Advisors INC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.