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AMERICAN INDEPENDENT SECURITIES GROUP, LLC
CRD 135288File 801-69138
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$986.3M
Above cohort median (national)
Discretionary AUM
$53.6M
Non-discretionary $932.7M
Clients
4,385
4,385 accounts
Employees
49
Top 25% of cohort in ID
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 27, 2008
- Principal office
- 664 S RIVERSHORE LANE STE 150, EAGLE, ID, 83616
- Phone
- 208-489-3131
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $986.3M
- Discretionary AUM
- $53.6M
- Non-discretionary AUM
- $932.7M
- Discretionary accounts
- 342
- Non-discretionary accounts
- 4,043
- Total accounts
- 4,385
- AUM per client
- $225K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $8.6M |
| Charitable organizations | 13 | $4.9M |
| High net worth individuals | 437 | $389.1M |
| Pension and profit sharing plans | 18 | $5.5M |
| Individuals (other than high net worth individuals) | 3,902 | $578.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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- Q11E2
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.