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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-10-2016
- Office Locations
- 2
Office Locations
About American Wealth Administration Group LLC
American Wealth Administration Group LLC is a Glen Cove-based RIA with 2 offices. The firm has been operating for 10 years. Managing $48.3M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 27, 2026, reported AUM increased 3.6%, from $46.7M to $48.3M.
Across 5 reported observations, AUM increased 44.0% between March 30, 2022 and March 27, 2026, from $33.6M to $48.3M.
Of the latest reported AUM, 82.4% is discretionary and 17.6% is non-discretionary.
The firm reports 2 advisory representatives and 334 clients, or 167 clients per representative. That equates to $144.7K in reported AUM per client.
The profile lists 2 reported office locations and 10 years in operation. The source data was last updated on July 8, 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
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
KEVIN JOHN HUGHES
Chairman, Chief Compliance Officer, Chief Executive Officer, Managing Member, Vice President of Investments
- CRD
- #2751010
- Ownership
- 25% but less than 50%
TIMOTHY JOHN HUGHES
Advisor, Chief Financial Officer, Managing Member
- CRD
- #6316019
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,845,000 | $238,593 |
| Non-Discretionary | $8,500,000 | $151,786 |
| Total | $48,345,000 | $216,794 |
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Separately Managed Accounts
SMA allocation detail is available
American Wealth Administration Group LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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