SourcingSourcing

AMERICAN INVESTMENT ADVISORS INC

B63
CRD 104579·SEC 801-130760·MADISON, WI
AUM
$137.9M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$414K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AMERICAN INVESTMENT ADVISORS INC
CRD
104579
SEC file #
801-130760
EIN
—
DBA names
—

Economics

AUM
$137.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$124.3M → $137.9M▲ +11%
Client mix
Individuals Other134
Individuals High Net Worth33
Pension Profit Sharing Plans6
Charitable Organizations2
Corporations1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
MADISON WI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
aiai.biz

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BULLOCK, WILLIAM, ARTHUR
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BULLOCK, WILLIAM, ARTHUR
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
aiai.biz
Rdap Domain Creation Date
2001-10-03T21:43:58Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-11-06T23:59:00Z
Rdap Domain Last Changed
2025-10-24T11:07:38Z
Rdap Nameservers
Ns31.domaincontrol.comNs32.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Delete ProhibitedClient Renew ProhibitedClient Update Prohibited
Top Owner CRD
2820717
Trust Company Affiliate
No

People (1)

1
WILLIAM ARTHUR BULLOCK
Direct Owner · 87.5%
2820717