AMERICAN MARKET ADVISORS, INC.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Private Funds6%
- US Government Bonds5%
Contacts
2 of 2Ross Johns
CRD 7067112
PAUL ANDERSON
PresidentCRD 2084232
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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