RIA Intel›Advisers›Tennessee›AM INVESTMENT STRATEGIES, LLC

AM INVESTMENT STRATEGIES, LLC

Advisory

N·CHATTANOOGA, TN

Data as of Feb 11, 2026 · Source: SEC Form ADV

Total AUM
$738M
1-Year AUM Growth
0.0%
3-Year CAGR
+7.4%
Employees
2
Assets Under Management
Total AUM$738M
Discretionary AUM$594M
Non-Discretionary AUM$145M
Discretionary %80.4%
Total Clients570
Team
Total Employees2
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record35
First FilingOct 17, 2012
Latest FilingFeb 11, 2026
🔒 Full AUM trend chart and 35 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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