ADVISORY INVESTOR SERVICES LLC

Overview

Advisory Investor Services LLC is an SEC-registered registered investment adviser formed as an LLC that serves individual and family clients with a focus on portfolio management and selection of other advisers. The firm runs a fee model built around a percentage of assets under management plus other fee components, and it acts as a capital allocator — blending internally advised strategies with third‑party managers. Its business mix targets individual and small-business relationships, and the firm maintains affiliations across broker‑dealer, insurance and real estate channels that support distribution and advice-layering. Investment activity centers on pooled public funds and mutual funds as the primary vehicle for beta and active exposure, while the adviser supplements portfolios with externally managed alternative strategies where appropriate. The firm’s offering emphasizes managed discretionary solutions: a clear majority of assets sit in discretionary mandates, allowing the adviser to implement model allocations and manager selections directly on behalf of clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices