AMERICAN MARKET ADVISORS, INC.

RIASEC Registered
Total AUM
$25.3M
Discretionary
$25.3M
100% of AUM
Avg account
$6.3M
Accounts
4
Employees
2
Advisory reps
2

Firm details

Headquarters
SHAVANO PARK, Texas
CRD number
115796
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI63.76%
  • Corporations / Businesses36.24%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

American Market Advisors, Inc. is a small independent RIA focused on discretionary portfolio management and financial planning for wealthy individuals, families and a small number of institutional clients. The firm acts as a capital allocator and offers selection-of-other-advisers services in addition to direct portfolio management, which suggests it can both manage portfolios in-house and place client capital with third‑party managers. Fee arrangements include a percentage of AUM as well as hourly and fixed-fee engagements. The firm is not an active ESG investor and is not registered as a multi-state adviser. Investment activity is firmly equity‑centric: exchange-traded equities make up the dominant share of client assets, indicating a preference for liquid, listed instruments—likely a mix of ETFs for broad exposures and separate managed equities for concentrated or tax‑sensitive accounts. Advisory services listed include portfolio management for individuals, small businesses and institutions, and financial planning, which positions the firm to serve high-net-worth households with both investment management and integrated planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Exchange Traded Equities 89%, Private Funds 6%, US Government Bonds 5%89%
  • Exchange Traded Equities89%
  • Private Funds6%
  • US Government Bonds5%

Contacts

2 of 2
  • Ross Johns

    CRD 7067112

  • PAUL ANDERSON

    PresidentCRD 2084232

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SHAVANO PARK, TX

BEXAR

Location

SHAVANO PARK, TX

Headquartered in SHAVANO PARK, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
BEXAR
Address
4126 Pond Hill Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth