FIRST AMERICAN ASSET ADVISORY, LLC

Overview

First American Asset Advisory, LLC is a privately owned RIA and broker-dealer that provides fee-based portfolio management primarily to individuals and families. The firm is SEC-registered (since 2022) and operates as an individual-owned limited liability company. Its advisory scope includes direct portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers, which positions the firm to run client accounts directly and act as a capital allocator when appropriate. Compensation is structured as a percentage of assets under management. The firm is not positioned as an ESG-focused manager and is not registered or operating as a multi-state adviser. As a broker-dealer-affiliated adviser that also selects outside managers, First American Asset Advisory appears to blend in-house portfolio construction with access to third-party managers to fill tactical or specialized allocation needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices