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ADVANCED ASSET MANAGEMENT ADVISORS, INC.
CRD 119859File 801-61760
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$651.3M
Above cohort median (national)
Discretionary AUM
$651.0M
Non-discretionary $227K
Clients
309
537 accounts
Employees
8
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 24, 2003
- Principal office
- 4995 BRADENTON AVE., SUITE 210, DUBLIN, OH, 43017
- Phone
- 614-717-4451
- Website
- HTTPS://WWW.AAMAWEB.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $651.3M
- Discretionary AUM
- $651.0M
- Non-discretionary AUM
- $227K
- Discretionary accounts
- 536
- Non-discretionary accounts
- 1
- Total accounts
- 537
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $2.4M |
| Investment companies | 2 | $508.1M |
| Charitable organizations | 5 | $13.1M |
| High net worth individuals | 29 | $84.9M |
| Individuals (other than high net worth individuals) | 268 | $42.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- 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
- Yes
- 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 17, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 336 | 309 | decreased by27 |
| Apr 1, 2026 | AUM | $740,003,663 | $651,272,660 | decreased by$88,731,003 |
| Apr 1, 2026 | Accounts | 576 | 537 | decreased by39 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 353 | 336 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $799,318,759 | $740,003,663 | decreased by$59,315,096 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 592 | 576 | decreased by16 |
| Apr 1, 2022 | Clients | 358 | 353 | decreased by5 |
| Apr 1, 2022 | AUM | $750,609,756 | $799,318,759 | increased by$48,709,003 |
| Apr 1, 2022 | Accounts | 613 | 592 | decreased by21 |
| 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 “ADVANCED ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADVANCED ASSET” 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.