American Values Investments, Inc.
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 06, 2026
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carter Buck Lecraw | Ceo/Chief Compliance Officer/ President | CFP | Jan 1996 (31y) | 25% – 50% |
| George King Parks | Vice President | CFP | Mar 2001 (25y) | 10% – 25% |
| Gregory, John, Maness | Shareholder | Sep 2002 (24y) | 10% – 25% | |
| Gregory, Joseph | Shareholder | May 2003 (23y) | 10% – 25% | |
| Berry, Ruth, Florence | Shareholder | Oct 2005 (21y) | 5% – 10% | |
| Hodge, Diana | Secretary | Oct 2005 (21y) | Less than 5% |
Undisclosed: 0% – 40% 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) | 04/06/2026 | 1.01 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
- • Subscription fees
- • Other fees
- • ASSETS UNDER ADVISEMENT
Services
- • Portfolio management for businesses/institutional clients
- • Other services
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: Apr 06, 2026.
View current Form ADV (SEC/IAPD) ↗