Graham, TX Office

American Independent Securities Group, LLC provides investment advisory and financial planning services to individuals (both non‑high‑net‑worth and high‑net‑worth), pension and profit‑sharing plans, charitable organizations, and businesses. The firm offers portfolio management through discretionary and non‑discretionary arrangements, financial planning (including hourly or fixed‑fee engagements), access to third‑party managers and TAMPs, and an optional third‑party estate‑planning service via EncorEstate Plans.

Advisors develop client investment policies with Investment Advisor Representatives and place accounts on platforms that include Charles Schwab, multiple TAMPs, and several RBC advisory programs. AISG reports a large majority of its assets as non‑discretionary (about $932.7 million non‑discretionary versus roughly $53.6 million discretionary as of 12/31/2025), and some programs (for example, RBC Advisor) are explicitly client‑directed and non‑discretionary.

What distinguishes AISG from many multi‑team peers is its affiliated broker‑dealer registration (FINRA member) combined with the predominance of non‑discretionary AUM and the fact that many IARs may be dually licensed as insurance agents. The brochure discloses these overlapping roles and associated compensation sources and describes internal policies and supervisory procedures intended to manage the resulting conflicts of interest.