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
Aon Miller	Chattanooga, TN	28
Laura Owsley	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.

Find your advisor

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support