A complete list of active advisors currently associated with AM Investment Strategies, LLC
Warmer can help you find a great advisor at AM Investment Strategies, LLC or one who fits your needs even better.
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).
To learn more about the advisors currently working at AM Investment Strategies, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Chattanooga, TN
| 27
| |
Chattanooga, TN
| 19
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")