American Financial Advisors, Llc.
- Regulatory AUM
- $950M
- Discretionary
- $950M
- Clients
- 820
- Avg AUM / client
- $1.2M
- Accounts
- 1,861
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Jul 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 517 | $202M | 21.2% |
| High net worth individuals | 299 | $734M | 77.2% |
| Corporations and other businesses | 4 | $14.7M | 1.55% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael David Stark | Chief Executive Officer, Managing Member | Mar 2003 (23y) | 75% or more | |
| Williams, Andria, Jo | Chief Compliance Officer | Oct 2004 (22y) | Less than 5% | |
| Viglotti, Patrick, Francis | Member | Mar 2013 (13y) | 25% – 50% | |
| Viglotti, Linda, Rose | Chief Operations Officer | May 2016 (10y) | Less than 5% | |
| Cathal E Carson | Registered representative | CFP | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/03/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $492M (52% of AUM) Jul 2026
- Fidelity Brokerage Services $456M (48% of AUM) Jul 2026
- Fidelity Distributors Company Llc $433M (51% of AUM) Jul 2024
- Fidelity Investments Institutional Services Company, Inc. $361M (59% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 03, 2026.
View current Form ADV (SEC/IAPD) ↗