American Investment Services provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
American Investment Services reports 378 clients. They include 202 individual clients, 157 high-net-worth individuals and 13 charitable organizations. Of its assets, 100.0% ($1.07B across 1,126 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 9% |
| High-net-worth individuals | 42% | 53% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | 3% | 25% |
| Corporations and other businesses | 2% | 11% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 202 | $98.3M | 9.2% | $487K |
| High-net-worth individuals | 157 | $573M | 53.4% | $3.65M |
| Pension and profit-sharing plans | Fewer than 5 | $6.96M | 0.6% | — |
| Charitable organizations | 13 | $273M | 25.4% | $21M |
| Corporations and other businesses | 6 | $122M | 11.4% | $20.4M |
| Total | 378 | $1.07B | 100% | — |
- Clients
- 202
- Regulatory AUM
- $98.3M
- AUM share
- 9.2%
- Avg. per client
- $487K
- Clients
- 157
- Regulatory AUM
- $573M
- AUM share
- 53.4%
- Avg. per client
- $3.65M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.96M
- AUM share
- 0.6%
- Avg. per client
- —
- Clients
- 13
- Regulatory AUM
- $273M
- AUM share
- 25.4%
- Avg. per client
- $21M
- Clients
- 6
- Regulatory AUM
- $122M
- AUM share
- 11.4%
- Avg. per client
- $20.4M
Total
- Clients
- 378
- Regulatory AUM
- $1.07B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
American Investment Services charges 0.15%–1.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable.
Fee details and sources
American Institute for Economic Research owns 75% or more of American Investment Services. The leadership team of American Investment Services includes President John Barry, Chief Operating Officer Tricia Storti and Chief Compliance Officer Sandra Potter-Stevenson. It has 10 employees, 5 of them in advisory roles.
Leadership
- John BarryPresident & CEO
- Tricia StortiChief Operating Officer
- Sandra Potter-StevensonChief Compliance Officer
- Roy BouffardDirector
- Nelson FurlanoDirector & Chairman
- Neil HoldenDirector
- James LordemanDirector
- Charles MurphyTreasurer
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- John Lane Barry
- Matthew Louis Burnell
- Charles Dwayne Murphy
- David Francis St. Peter
- Matthew John Svirida
- A. Mackenzie Worthington Waggaman
Staff
- 10 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 75% or more of American Investment Services Inc
American Institute for Economic Research
Control person · since October 1978
- Owns 75% or more of American Investment Services Inc
American Institute for Economic
Control person · since October 1978
American Investment Services’ regulatory assets fell from $1.18B (July 2021) to $1.07B (March 2026); clients fell from 478 to 378 and employees from 13 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.07B | 378 | 10 | 1 |
| March 2025 | $1.3B | 478 | 10 | 1 |
| March 2024 | $1.24B | 499 | 11 | 1 |
| March 2023 | $1.2B | 505 | 11 | 1 |
| March 2022 | $1.28B | 502 | 13 | 1 |
| July 2021 | $1.18B | 478 | 13 | 1 |
Besides its headquarters, American Investment Services has 0 offices, with 1 listed address in Massachusetts.
Massachusetts · 1 listed address
- 250 Division Street, Great BarringtonHQ
Contact and registration details
- Legal name
- American Investment Services Inc
- Headquarters
- 250 Division Street, Great Barrington, MA 01230
- Website
- americaninvestment.com
- Phone
- 413-591-4445
- SEC file
- 801-14337
- Structure
- Delaware corporation
- Fiscal year end
- December
American Investment Services uses Charles Schwab ($1.02B) as custodian for its separately managed accounts. American Investment Services has custody of $202M in client assets for 88 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Orlando, FL · $1.02B100%
At year end, American Investment Services’ separately managed accounts were mostly in funds (86%). Its reported 13F holdings for the quarter ended 30 June 2026 total $473M across 133 positions; the largest are World Gold TR (8.2%), Vanguard Index Fds (8.2%) and Dimensional ETF Trust (5.5%).
What the accounts hold
- Stocks7%
- Exchange-traded equities6%
- Non-exchange-traded equities1%
- Funds86%
- Bonds5%
- U.S. government and agency bonds3%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash2%
Reported 13F holdings
- $473M
- Reported 13F value
- 133
- Positions
- 43.2%
- In the 10 largest
- +5.6%
- Value vs. prior quarter
- World Gold TR · SPDR Gld Minis8.2%
- Vanguard Index Fds · Growth ETF8.2%
- Dimensional ETF Trust · US Mktwide Value5.5%
- Vanguard Whitehall Fds · Intl High ETF4.3%
- Dimensional ETF Trust · US Small Cap ETF3.2%
- Dimensional ETF Trust · Intl Core Equity3.2%
- Dimensional ETF Trust · US Equi Mark ETF3.1%
- Vanguard Index Fds · Value ETF2.8%
- Dimensional ETF Trust · Global Real Est2.4%
- Dimensional ETF Trust · Emerging Mkts CO2.3%
Together, the ten largest are 43.2% of reported value.
How many clients does American Investment Services have?
American Investment Services has 378 clients and manages $1.07 billion for them, as of March 2026. They include 202 individual clients, 157 high-net-worth individuals and 13 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does American Investment Services offer?
American Investment Services provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does American Investment Services charge?
American Investment Services charges 0.15%–1.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable.
Source: AIS DISCLOSURE DOCUMENT_31 MARCH 2026, filed 31 March 2026
Which custodians does American Investment Services use?
American Investment Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $1.02B. 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
How many financial advisors does American Investment Services have?
American Investment Services has 5 investment adviser representatives registered with state securities authorities, out of 10 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does American Investment Services invest in?
At the end of its last fiscal year, American Investment Services’ separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities, 3% U.S. government and agency bonds, 2% cash and equivalents, 1% non-exchange-traded equities, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns American Investment Services?
American Investment Services’ direct owners are American Institute for Economic Research (75% or more) and American Institute for Economic (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does American Investment Services get paid?
American Investment Services is paid through a percentage of assets under management. 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
How do I contact American Investment Services?
American Investment Services’ main office is at 250 Division Street, Great Barrington, MA 01230. Its phone number is 413-591-4445. Its website is americaninvestment.com.