American Financial Advisors, LLC

RIASEC RegisteredEst. 2001
Total AUM
$950M
Discretionary
$950M
100% of AUM
Avg account
$511K
Accounts
1,861
Employees
6
Advisory reps
3

Firm details

Headquarters
Marietta, Georgia
CRD number
115824
Registered since
December 13, 2001
Website
www.afainvestments.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI77.2%
  • Individuals21.25%
  • Corporations / Businesses1.55%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

American Financial Advisors, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2001. The firm serves both individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements are flexible and include a percentage of assets under management, hourly charges, and fixed fees. American Financial Advisors does not identify as an active ESG investor and is not presented as a multi-state adviser. The firm received recognition from FA Magazine in 2020 as a Top RIA Firms entrant, an accolade noted in public filings. Service delivery emphasizes traditional advisory work rather than pension consulting or acting as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 77%, Exchange Traded Equities 13%, Cash & Cash Equivalents 9%, State & Local Bonds 1%77%
  • Public Funds/Mutual Funds77%
  • Exchange Traded Equities13%
  • Cash & Cash Equivalents9%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • Andria Williams

    Andria Williams

    Chief Compliance OfficerCRD 4862402

Contacts

2 of 2
  • Michael Stark

    Michael Stark

    Founder and PrincipalCRD 2918605

  • Cathal Carson

    Cathal Carson

    Financial AdvisorCRD 7426793

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 143

Active vs passive

$913M in ETFs

Passive

80%

$728M

Active

13%

$185M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$88.4M120,0329.68%
Unlock additional holdings →

Location

Primary office

Marietta, GA

Cobb

Location

Marietta, GA

Headquartered in Marietta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Cobb
Address
2551 Roswell Rd
Time zone
ET (UTC-5)
Office locations

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