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AMERICAN INVESTORS CO
Legal name: L.S.Y., INC
CRD 38File 801-57838
APPROVED
Retail clients
Filing as of Jun 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$630.7M
Above cohort median (national)
Discretionary AUM
$628.9M
Non-discretionary $1.8M
Clients
766
1,554 accounts
Employees
32
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 22, 2000
- Principal office
- 12667 ALCOSTA BLVD., SUITE 160, SAN RAMON, CA, 94583
- Phone
- 925-866-2882
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $630.7M
- Discretionary AUM
- $628.9M
- Non-discretionary AUM
- $1.8M
- Discretionary accounts
- 1,548
- Non-discretionary accounts
- 6
- Total accounts
- 1,554
- AUM per client
- $823K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $4.9M |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | $3.0M |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 211 | $434.2M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | $25.3M |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 548 | $163.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 30 | 32 | increased by2 |
| Jul 1, 2026 | Clients | 762 | 766 | increased by4 |
| Jul 1, 2026 | AUM | $578,062,390 | $630,665,806 | increased by$52,603,416 |
| Jul 1, 2026 | Accounts | 1,530 | 1,554 | increased by24 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 32 | 30 | decreased by2 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 901 | 762 | decreased by139 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $616,901,590 | $578,062,390 | decreased by$38,839,200 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,815 | 1,530 | decreased by285 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 39 | 32 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 974 | 901 | decreased by73 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $598,152,492 | $616,901,590 | increased by$18,749,098 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,915 | 1,815 | decreased by100 |
| Jul 1, 2022 | Employees | 41 | 39 | decreased by2 |
| Jul 1, 2022 | Clients | 967 | 974 | increased by7 |
| Jul 1, 2022 | AUM | $588,575,319 | $598,152,492 | increased by$9,577,173 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AMERICAN INVESTORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AMERICAN INVESTORS” 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.