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They include 3,902 individual clients, 437 high-net-worth individuals, and 18 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does American Independent Securities Group offer?","answer":"American Independent Securities Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does American Independent Securities Group use?","answer":"American Independent Securities Group’s separately managed account assets are held at RBC Capital Markets, LLC (Minneapolis, MN), with $636M and Assetmark, Inc (Concord, CA), with $250M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does American Independent Securities Group have?","answer":"American Independent Securities Group has 48 investment adviser representatives registered with state securities authorities, out of 49 employees, and 49 perform investment advisory functions. 46 employees are registered representatives of a broker-dealer and 37 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does American Independent Securities Group invest in?","answer":"At the end of its last fiscal year, American Independent Securities Group’s separately managed accounts held 61% exchange-traded equities, 31% registered funds (mutual funds, ETFs, BDCs), 3% investment grade corporate bonds, 2% U.S. government and agency bonds, 2% cash and equivalents and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns American Independent Securities Group?","answer":"American Independent Securities Group’s direct owner is Ryan Shane Carlson (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does American Independent Securities Group get paid?","answer":"American Independent Securities Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact American Independent Securities Group?","answer":"American Independent Securities Group’s main office is at 664 S Rivershore Lane Ste 150, Eagle, ID 83616. Its phone number is 208-489-3131. Its website is americanisg.com.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}