AM INVESTMENT STRATEGIES, LLC
C33
CRD 165823·SEC 801-77283·CHATTANOOGA, TN
AUM
$738.4M
$500M-$1B
Est. Revenue
$7.4M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$17.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $353.5M
'21 · $449.6M
'22 · $504.8M
'23 · $630.2M
'25 · $709.9M
'26 · $738.4M
'20'26
$353.5M → $738.4M▲ +109%
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 2 advisors
'22 · 2 advisors
'23 · 2 advisors
'25 · 2 advisors
'26 · 2 advisors
'20'26
2 advisors → 2 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
832 GEORGIA AVENUESTE 100CHATTANOOGA, TN 37402
Business
832 GEORGIA AVENUESTE 100CHATTANOOGA, TN 37402
Edgar Recent Filings
13F-HR2026-04-29 · 0001818897-26-000002
13F-HR2026-02-05 · 0001818897-26-000001