American Financial Advisors Inc
- Regulatory AUM
- $1.3B
- Discretionary
- $0
- Clients
- 799
- Avg AUM / client
- $1.6M
- Accounts
- 1,765
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Feb 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 378 | $206M | 16.1% |
| High net worth individuals | 421 | $1.1B | 83.9% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Delta 401(k) Retirement Plan For Pilots Delta Air Lines, Inc. | 2024 | |
| Delta 401(k) Retirement Plan Delta Air Lines, Inc. | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew John Boyce | President, Cfo | CFP | Sep 1995 (31y) | 50% – 75% |
| William Andrew Mertes | Cio | CFA | Jan 2004 (23y) | 50% – 75% |
| Kelly, Leslie, Jeanne | Director | Jan 2020 (7y) | Less than 5% | |
| Torres, Karen, S | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Mark Jan Bras | Registered representative | Jul 2007 (19y) | ||
| James Robert Cable | Registered representative | Oct 2014 (12y) | ||
| Andrew Markus Bras | Registered representative | Aug 2019 (7y) | ||
| Alexander Jan Bras | Registered representative | Oct 2019 (7y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Delta 401(k) Retirement Plan For Pilots | Delta Air Lines, Inc. | 14,981 | $15.9B | 01/01/2024 |
| Delta 401(k) Retirement Plan | Delta Air Lines, Inc. | 89,993 | $19.0B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/10/2026 | 933 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $1.3B (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 10, 2026.
View current Form ADV (SEC/IAPD) ↗