AMERICAN EXECUTIVE ADVISORS, LLC

Overview

American Executive Advisors, LLC is a small, independent registered investment adviser that focuses on serving individual and family clients. The firm’s core services are financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements are flexible — percentage of assets under management, hourly charges and fixed fees — which indicates it serves clients with a range of needs and engagement types rather than a single billing model. The firm does not identify as an active ESG investor and is not organized as a multi-state advisor or a capital allocator. Its regulatory filings list an affiliation with an insurance company, which helps explain the prominence of non-traditional asset types in its books. Despite a modest asset base, the firm uses third-party mutual funds and external alternative vehicles to construct client portfolios and appears to blend packaged products with separate managed account strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices