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AMERICAN FINANCIAL ADVISORS INC
CRD 108530File 801-56857
APPROVED
Retail clients
Filing as of Feb 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.28B
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $1.28B
Clients
799
1,765 accounts
Employees
8
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 27, 1999
- Principal office
- 1031 W MORSE BLVD., STE. 110, WINTER PARK, FL, 32789
- Phone
- 407-207-9006
- Website
- HTTP://WWW.AFADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.28B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.28B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1,765
- Total accounts
- 1,765
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 421 | $1.07B |
| Individuals (other than high net worth individuals) | 378 | $206.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 9 | 8 | decreased by1 |
| Mar 1, 2026 | Clients | 763 | 799 | increased by36 |
| Mar 1, 2026 | AUM | $1,043,473,812 | $1,279,425,880 | increased by$235,952,068 |
| Mar 1, 2026 | Accounts | 1,732 | 1,765 | increased by33 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 9 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 667 | 763 | increased by96 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $732,898,362 | $1,043,473,812 | increased by$310,575,450 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 667 | 1,732 | increased by1,065 |
| Mar 1, 2022 | Clients | 656 | 667 | increased by11 |
| Mar 1, 2022 | AUM | $635,027,053 | $732,898,362 | increased by$97,871,309 |
| Mar 1, 2022 | Accounts | 1,444 | 667 | decreased by777 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AMERICAN FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AMERICAN FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.