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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-01-1973
- Office Locations
- 35
Office Locations
About American Investors Company
American Investors Company (AIC) is a privately owned San Francisco Bay Area broker-dealer and investment adviser serving retail and institutional clients with non-proprietary securities, brokerage, financial planning and asset management. In business since 1966, it focuses on investment and retirement planning, with portfolios commonly implemented via ETFs and mutual funds, often custodied at Schwab or Fidelity.
Reported data analysis
What the numbers show
Between June 26, 2025 and June 26, 2026, reported AUM increased 9.1%, from $578.1M to $630.7M.
Across 5 reported observations, AUM increased 5.4% between June 28, 2022 and June 26, 2026, from $598.2M to $630.7M.
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 32 advisory representatives and 784 clients, or 24.5 clients per representative. That equates to $804.4K in reported AUM per client.
The profile lists 35 reported office locations and 53 years in operation. The source data was last updated on June 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full American Investors Company record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LARRY CHAIYA LEE
Chairman Of The Board, Independent Director
- CRD
- --
- Ownership
- 50% but less than 75%
ELAINE JOYCE YEE
--
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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GREGORY JAMES ALBIN
Registered Representative
- CRD
- #802526
KENT ROBERT ALEXANDER
Financial Services Representative
- CRD
- #5562573
Showing 2 of 51 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $628,902,725 | $406,268 |
| Non-Discretionary | $1,763,081 | $293,847 |
| Total | $630,665,806 | $405,834 |
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Separately Managed Accounts
SMA allocation detail is available
American Investors Company has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.