← Directory
AMERICAN FINANCIAL ADVISORS, LLC.
CRD 115824File 801-60761
APPROVED
Retail clients
Filing as of Sep 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$950.2M
Above cohort median (national)
Discretionary AUM
$950.2M
Clients
820
1,861 accounts
Employees
6
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Dec 13, 2001
- Principal office
- 2551 ROSWELL ROAD, SUITE 310, MARIETTA, GA, 30062
- Phone
- 770-977-2434
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $950.2M
- Discretionary AUM
- $950.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,861
- Non-discretionary accounts
- 0
- Total accounts
- 1,861
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $14.7M |
| High net worth individuals | 299 | $733.5M |
| Individuals (other than high net worth individuals) | 517 | $201.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 7 | 6 | decreased by1 |
| Jun 1, 2026 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2026 | Clients | 881 | 820 | decreased by61 |
| Apr 1, 2026 | AUM | $895,119,966 | $950,150,212 | increased by$55,030,246 |
| Apr 1, 2026 | Accounts | 1,950 | 1,861 | decreased by89 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 6 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 947 | 881 | decreased by66 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $925,887,267 | $895,119,966 | decreased by$30,767,301 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,108 | 1,950 | decreased by158 |
| Mar 1, 2022 | Clients | 912 | 947 | increased by35 |
| Mar 1, 2022 | AUM | $843,006,517 | $925,887,267 | increased by$82,880,750 |
| Mar 1, 2022 | Accounts | 2,057 | 2,108 | increased by51 |
| 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.