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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 Oct 1, 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
- Website
- https://www.americanisg.com
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 34 | 49 | increased by15 |
| Apr 1, 2026 | Clients | 2,987 | 4,385 | increased by1,398 |
| Apr 1, 2026 | AUM | $604,888,609 | $986,332,007 | increased by$381,443,398 |
| Apr 1, 2026 | Accounts | 2,987 | 4,385 | increased by1,398 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 40 | 34 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,473 | 2,987 | increased by514 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $412,166,856 | $604,888,609 | increased by$192,721,753 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,473 | 2,987 | increased by514 |
| Apr 1, 2022 | Disclosures | No | Yes | |
| Apr 1, 2022 | Clients | 2,182 | 2,473 | increased by291 |
| Apr 1, 2022 | AUM | $341,256,603 | $412,166,856 | increased by$70,910,253 |
| Apr 1, 2022 | Accounts | 2,151 | 2,473 | increased by322 |
| 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 INDEPENDENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AMERICAN INDEPENDENT” 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.