AMERICAN INVESTMENT ADVISORS INC

CRD 104579File 801-130760

APPROVED

Retail clients

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$137.9M

Bottom 25% of cohort (national)

Discretionary AUM

$120.8M

Non-discretionary $17.1M

Clients

176

176 accounts

Employees

Bottom 25% of cohort in WI

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Jul 24, 2024
Principal office: 3330 UNIVERSITY AVE STE 120, MADISON, WI, 53705-2167
Phone: 608-238-3500
Website: https://www.aiai.biz/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $137.9M
Discretionary AUM: $120.8M
Non-discretionary AUM: $17.1M
Discretionary accounts: 173
Non-discretionary accounts: 3
Total accounts: 176
AUM per client: $783K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$74K
Charitable organizations	Fewer than 5	$1.3M
High net worth individuals	33	$90.3M
Pension and profit sharing plans	6	$20.4M
Individuals (other than high net worth individuals)	134	$25.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.