Affiliated Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Affiliated Investment Advisors, Inc. provides fee-only, discretionary portfolio management to individuals as well as to retirement plans, profit sharing plans, IRAs and other trusts. Its client base is concentrated in trusts and estates (about half of clients), with the remainder including individual and corporate accounts.
The firm follows a top-down investment process that emphasizes macroeconomic and interest-rate analysis to drive asset allocation across cash, bonds, equities and commodities, and it selects liquid, exchange‑traded, investment‑grade securities. It generally avoids leverage and alternative investment vehicles, exercises discretionary authority after client consultation, and conducts regular (weekly) account reviews.
Distinctively for a single‑advisor independent RIA, the firm manages institutional‑style accounts and fiduciary relationships (retirement and endowment-style portfolios), a service mix that is uncommon among peers. The firm operates at a small, boutique scale with roughly $4.2 million in assets under management and a handful of client relationships, and its principal has decades of institutional portfolio management experience and holds the CFA designation.
Client services
Expertise
Fee options
$0 - $500,000: 1.95% $500,000 - $2,000,000: 1.50% $2,000,000 - $5,000,000: 1.00% $5,000,000+: 0.75%
Account minimum: $500,000 Fee-only: Fee-only based on percentage of assets under management; no commissions or performance fees.
Main office
Draper UT
Advisors at this office
1
Most active in
Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")