AUMdb
AM

American Market Advisors, Inc.

State-registered Wealth Manager · Boutique (under $100M) CRD 115796 · Shavano Park, TX
☆ Save with Pro ADV data as of Jan 20, 2026
Regulatory AUM
$25.3M
Discretionary
$25.3M
Clients
4
Avg AUM / client
$6.3M
Accounts
4
Employees
2

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals 3 $16.1M 63.8%
Corporations and other businesses 1 $9.2M 36.2%

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan Location Plan year
Mo Kan Teamsters Pension Fund Mo Kan Teamsters Pension Fund 2024

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Paul Moss Anderson Registered representative Personal Financial Specialist Dec 1990 (36y)
Ross W Johns Registered representative Feb 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 (1)

PlanSponsorParticipantsPlan assetsAs of
Mo Kan Teamsters Pension Fund Mo Kan Teamsters Pension Fund 436 $232M 01/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 01/20/2026 1.04 MB 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
  • Portfolio management for businesses/institutional clients
  • Selection of other advisers

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 20, 2026.

View current Form ADV (SEC/IAPD) ↗