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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| 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.