ASSET MANAGEMENT ADVISORS, LLC

Overview

Asset Management Advisors, LLC is a privately owned SEC-registered advisory firm that has operated since 1999. The firm focuses on fee-based portfolio management for individuals, families and small businesses, plus a limited institutional client mix. Investment activity is equity-centric: the firm shows a clear preference for exchange-traded equities as the core of client portfolios, supplemented by targeted allocations to real assets and commodity-related exposures. Asset Management Advisors structures portfolios on a discretionary basis and prices services as a percentage of assets under management. The firm is not positioned as an ESG investor and does not act as a capital allocator. Its mandate centers on managing concentrated equity exposure while using third-party managers and pooled products to gain access to alternative real-asset and fixed-income strategies where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices