AM Investment Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AM Investment Strategies, LLC provides discretionary and non-discretionary investment management, limited financial planning, retirement-plan fiduciary consulting, and reporting/limited account administration to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages roughly $738 million across client accounts and works with both individual investors and retirement plans, including recommending private placements to accredited investors when appropriate.
The firm’s investment process relies on fundamental analysis and proprietary strategies to build customized, equity‑tilted portfolios that are tailored to each client’s risk tolerance and goals and are typically implemented on a discretionary basis. Portfolios may include individual equities, fixed income, mutual funds and ETFs, alternative investments, and sub-advisers, and the firm will employ margin/borrowing in separately managed accounts when authorized by clients.
AMIS is notable among peers for its unusually high AUM and client load per advisor — the firm’s scale produces more than 200 clients per advisor and AUM per advisor above $200 million, which is uncommon for team firms and can influence its service model. The brochure also discloses prior disciplinary events involving a firm principal (a 2015 FINRA hearing decision that was reduced on appeal and a subsequent temporary CFP® mark suspension in 2019) and a potential conflict of interest from managing cash-management brokerage accounts for recommended private-fund managers for a discounted fee (2 basis points).
Client services
Expertise
Occupation focus
Fee options
$0 - $999,999: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.75% $4,000,001 - $5,000,000: 0.70% $5,000,000+: Negotiable
Minimum fee: Reporting/Limited Account Administration Fees range from $50 to $30,000 per year depending on services requested
Main office
832 Georgia Avenue, Suite 100
Chattanooga TN 37402
Advisors at this office
2
Most active in
Alabama · California · Florida · Georgia · North Carolina · Pennsylvania · Tennessee · Texas
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.
Advisors at this firm
Aon M
CFP®, Series 63, Series 66
Chattanooga, TN
AM Investment Strategies, LLC
Aon Miller is a CFP® professional with 28 years of experience and a co-advisor at AM Investment Strategies, LLC since 2012. He serves as Vice Chairman of the City of Chattanooga General Pension Plan board and holds board positions with several golf associations and nonprofits, including the Tennessee Golf Association, Southern Golf Association, The Honors Course, and the Cleveland State Community College Foundation. Miller is also a licensed insurance agent. AM Investment Strategies, LLC provides discretionary and non-discretionary investment management, limited financial planning, and retirement-plan fiduciary consulting to individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm manages approximately $738 million and employs a fundamental, equity-tilted investment approach tailored to client risk tolerance, utilizing a range of securities and alternative investments.
Laura O
Series 66
Chattanooga, TN
AM Investment Strategies, LLC
Laura Owsley is a financial advisor at AM Investment Strategies, LLC with 19 years of industry experience. She holds a Series 66 designation and has been with AM Investment Strategies since 2012. Laura is also a licensed insurance agent and may recommend insurance products on a fully disclosed commission basis. AM Investment Strategies provides discretionary and non-discretionary investment management, limited financial planning, and retirement-plan fiduciary consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages approximately $738 million and employs fundamental analysis and proprietary strategies to build customized, equity-tilted portfolios tailored to client risk tolerance and goals.
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")