American Investment Services Inc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 378
- Avg AUM / client
- $2.8M
- Accounts
- 1,126
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Investments (13F portfolio — 132 positions, $448,312,480)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | World Gold Tr | SPDR GLD MINIS | $43,504,423 | 469,354 | 9.7% | 4.05% |
| 2 | Vanguard Index Fds | GROWTH ETF | $34,646,651 | 79,321 | 7.73% | 3.23% |
| 3 | Dimensional Etf Trust | US MKTWIDE VALUE | $23,277,101 | 480,336 | 5.19% | 2.17% |
| 4 | Vanguard Whitehall Fds | INTL HIGH ETF | $20,482,499 | 217,344 | 4.57% | 1.91% |
| 5 | Dimensional Etf Trust | INTL CORE EQUITY | $14,126,052 | 397,581 | 3.15% | 1.32% |
| 6 | Dimensional Etf Trust | US SMALL CAP ETF | $12,753,201 | 179,294 | 2.84% | 1.19% |
| 7 | Dimensional Etf Trust | US EQUITY MARKET | $12,296,856 | 173,415 | 2.74% | 1.15% |
| 8 | Chevron Corporation | COM | $11,824,216 | 57,149 | 2.64% | 1.1% |
| 9 | Vanguard Index Fds | VALUE ETF | $11,789,639 | 60,090 | 2.63% | 1.1% |
| 10 | Vanguard World Fd | UTILITIES ETF | $10,552,759 | 53,259 | 2.35% | 0.98% |
| 11 | Verizon Communications Inc | COM | $9,537,865 | 189,997 | 2.13% | 0.89% |
| 12 | Dimensional Etf Trust | GLOBAL REAL EST | $9,531,929 | 358,613 | 2.13% | 0.89% |
| 13 | Dimensional Etf Trust | EMERGING MKTS CO | $9,313,441 | 269,564 | 2.08% | 0.87% |
| 14 | Dimensional Etf Trust | US TARGETED VLU | $8,908,755 | 142,654 | 1.99% | 0.83% |
| 15 | Vanguard Mun Bd Fds | SHORT TAX EXEMPT | $8,885,039 | 116,464 | 1.98% | 0.83% |
| 16 | Dimensional Etf Trust | WORLD EQUITY ETF | $8,377,103 | 113,542 | 1.87% | 0.78% |
| 17 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $8,075,337 | 126,020 | 1.8% | 0.75% |
| 18 | Ishares Gold Tr | ISHARES NEW | $8,038,116 | 91,176 | 1.79% | 0.75% |
| 19 | Merck & Co Inc | COM | $7,996,519 | 66,477 | 1.78% | 0.75% |
| 20 | Dimensional Etf Trust | WORLD EX US CORE | $7,893,508 | 232,367 | 1.76% | 0.74% |
| 21 | Vanguard Index Fds | SM CP VAL ETF | $6,690,054 | 30,794 | 1.49% | 0.62% |
| 22 | Vanguard Index Fds | SMALL CP ETF | $6,644,502 | 25,368 | 1.48% | 0.62% |
| 23 | Vanguard Index Fds | REAL ESTATE ETF | $6,328,674 | 71,349 | 1.41% | 0.59% |
| 24 | Ishares Tr | TRUST ISHARE 0-1 | $5,638,170 | 51,075 | 1.26% | 0.53% |
| 25 | Dimensional Etf Trust | US SMALL CAP VAL | $5,429,644 | 154,956 | 1.21% | 0.51% |
Top 25 of 132 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 202 | $98.3M | 9.16% |
| High net worth individuals | 157 | $573M | 53.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $7.0M | 0.65% |
| Charitable organizations | 13 | $273M | 25.4% |
| Corporations and other businesses | 6 | $122M | 11.4% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Lane Barry | President & Ceo | Chartered Financial Consultant | Jan 2000 (27y) | Less than 5% |
| Charles Dwayne Murphy | Treasurer | Nov 2007 (19y) | Less than 5% | |
| David Francis St. Peter | Secretary | CFA | Feb 2010 (17y) | Less than 5% |
| Holden, Neil, Donovan | Director | Oct 2011 (15y) | Less than 5% | |
| Bouffard, Roy, Edgar | Director | Jul 2012 (14y) | Less than 5% | |
| Furlano, Nelson | Director | Oct 2014 (12y) | Less than 5% | |
| Potter Stevenson, Sandra | Chief Compliance Officer | Aug 2017 (9y) | Less than 5% | |
| Lordeman, James, Charles | Director | Dec 2023 (3y) | Less than 5% | |
| Storti, Tricia, Rae | Chief Operating Officer | Dec 2023 (3y) | Less than 5% | |
| A. Mackenzie Worthington Waggaman | Registered representative | Nov 2005 (21y) | ||
| Matthew John Svirida | Registered representative | Jul 2006 (20y) | ||
| Matthew Louis Burnell | Registered representative | CFP | May 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| American Institute For Economic Research | Parent Organization | Oct 1978 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1020 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.0B (95% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗