AMERICAN INVESTORS CO
Firm details
- Headquarters
- SAN RAMON, California
- CRD number
- 38
- Registered since
- August 22, 2000
- Website
- www.americaninvestorsco.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI66.49%
- Individuals28.4%
- Pension & Profit Sharing Plans3.9%
- Corporations / Businesses0.82%
- Charitable Organizations0.38%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
American Investors Co. operates as an independent broker-dealer that combines brokerage and insurance distribution with advisory services. The firm serves both individual and family clients as well as institutional accounts, offering portfolio management, financial planning and adviser selection alongside transactional brokerage. Investment activity shows a clear tilt toward publicly traded equities—both single-stock and exchange-traded products—while also deploying capital into mutual funds and third-party real estate strategies. As a capital allocator, the firm mixes fee models (percentage of AUM, fixed fees, hourly charges) with commission-based activity. That hybrid structure supports both discretionary portfolio management and advisory engagements that are more consultative or project-based. The firm’s activity profile and affiliations (including acting as a sponsor of limited partnerships) suggest it can place client capital into outside managers and private real estate vehicles when appropriate.
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 Equities45%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents10%
- US Government Bonds2%
- Other1%
Contacts
3 of 53SCOTT MEHREN
PresidentCRD 4249198
GARY CONLEY
Founder & OwnerCRD 52159
LINDA CORNISH
OwnerCRD 1915532
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN RAMON, CA
CONTRA COSTA
Location
SAN RAMON, CA
Headquartered in SAN RAMON, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 12667 Alcosta Blvd
- Time zone
- PT (UTC-8)
- Office locations
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