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| Happy Holidays!! thanks for using AUM13F!! |
| AM Investment Strategies LLC
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| CRD # | 165823 |
| SEC # | 801-77283 |
| CIK # | 0001818897 |
| AUM | $709.9 M (2025-07-24) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 423-486-1888 |
| Address | 832 Georgia Avenue Chattanooga, TN 37402 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001818897 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| TPG Pace Tech Opportunities Corp | 0.1 | ||
| Amazon Com Inc | 0.0 | ||
| Cactus Ventures Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| General Electric Co | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Sportradar Group AG | 0.0 | ||
| US Bancorp de | 0.0 | ||
| Raymond James Financial Inc | 0.0 | ||
| Apollo Global Management Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Southern Co | 0.0 | ||
| ASML Holding NV | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| GE Vernova Inc | 0.0 | ||
| Fidelity Wise Origin Bitcoin Fund | 0.0 | ||
| Goldman Sachs Group Inc | 0.0 | ||
| BB&T Corp | 0.0 | ||
| Enterprise Products Partners L P | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Morgan Stanley | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Old National Bancorp /IN/ | 0.0 | ||
| Amgen Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 438 | 105.4 |
| (b) Individuals (high net worth individuals) | 132 | 599.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.9 |
| Total | 1,357 | 709.9 |
| By Discretionary | ||
| Discretionary | 1,260 | 548.0 |
| Non-Discretionary | 97 | 161.9 |
| Total | 1,357 | 709.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 709.9 | |
| Total | 1,357 | 709.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001818897] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Market Street Wealth Management Advisors LLC
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|
IN | 0.7 |
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Granite Group Advisors LLC
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CT | 0.7 |
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North Berkeley Wealth Management LLC
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CA | 0.7 |
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BNC Wealth Management LLC
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OR | 0.7 |
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The Capital Management Corporation
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VA | 0.7 |
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FLC Capital Advisors
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CA | 0.7 |
|
RiversEdge Advisors LLC
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DE | 0.7 |
|
Aegis Wealth Management LLC
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|
MD | 0.7 |
|
Global View Capital Management LLC
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|
WI | 0.7 |
|
Fuller Wealth Management LLC
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|
TX | 0.7 |