Advanced Asset Management Advisors, Inc.
- Regulatory AUM
- $651M
- Discretionary
- $651M
- Clients
- 309
- Avg AUM / client
- $2.1M
- Accounts
- 537
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Investments (13F portfolio — 85 positions, $380,070,039)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | S&P 500 ETF SHS | $51,571,516 | 75,088 | 13.6% | 7.92% |
| 2 | Ishares Tr | CORE S&P500 ETF | $42,686,730 | 57,000 | 11.2% | 6.55% |
| 3 | Freeport Mcmoran Inc | CL B | $15,722,500 | 250,000 | 4.14% | 2.41% |
| 4 | Cisco Sys Inc | COM | $15,461,377 | 131,631 | 4.07% | 2.37% |
| 5 | Ww Grainger Inc | COM | $13,944,100 | 10,250 | 3.67% | 2.14% |
| 6 | Alphabet Inc | CAP STK CL A | $13,857,099 | 38,775 | 3.65% | 2.13% |
| 7 | Exxon Mobil Corp | COM | $12,662,166 | 92,614 | 3.33% | 1.94% |
| 8 | Johnson & Johnson | COM | $12,291,882 | 48,399 | 3.23% | 1.89% |
| 9 | Emerson Elec Co | COM | $11,222,960 | 78,400 | 2.95% | 1.72% |
| 10 | Walmart Inc | COM | $11,154,941 | 98,490 | 2.94% | 1.71% |
| 11 | Visa Inc | COM CL A | $10,978,880 | 32,000 | 2.89% | 1.69% |
| 12 | Amazon Com Inc | COM | $10,520,328 | 44,140 | 2.77% | 1.62% |
| 13 | Jp Morgan Chase & Co | COM | $10,118,693 | 30,913 | 2.66% | 1.55% |
| 14 | Applied Matls Inc | COM | $9,800,265 | 13,555 | 2.58% | 1.5% |
| 15 | Texas Instrs Inc | COM | $9,448,819 | 31,700 | 2.49% | 1.45% |
| 16 | Qualcomm Inc | COM | $9,407,659 | 50,910 | 2.48% | 1.44% |
| 17 | Rtx Corporation | COM | $8,874,810 | 46,776 | 2.34% | 1.36% |
| 18 | Apple Inc | COM | $8,594,539 | 29,702 | 2.26% | 1.32% |
| 19 | Microsoft Corp | COM | $8,224,641 | 22,049 | 2.16% | 1.26% |
| 20 | Chevron Corporation | COM | $7,743,478 | 46,715 | 2.04% | 1.19% |
| 21 | T Mobile Us Inc | COM | $7,181,360 | 42,815 | 1.89% | 1.1% |
| 22 | At&T Inc | COM | $6,980,392 | 337,217 | 1.84% | 1.07% |
| 23 | Home Depot Inc | COM | $5,995,560 | 17,000 | 1.58% | 0.92% |
| 24 | Mastercard Incorporated | CL A | $5,880,720 | 11,450 | 1.55% | 0.9% |
| 25 | Kroger Co | COM | $5,691,825 | 102,500 | 1.5% | 0.87% |
Top 25 of 85 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 268 | $42.7M | 6.56% |
| High net worth individuals | 29 | $84.9M | 13.0% |
| Investment companies | 2 | $508M | 78.0% |
| Charitable organizations | 5 | $13.1M | 2.02% |
| Corporations and other businesses | 5 | $2.4M | 0.37% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Dean Baker | President, & Chief Compliance Officer | Jan 1999 (28y) | 25% – 50% | |
| Philip Allan Voelker | Sr. Vice President And Chief Investment Office | Nov 2001 (25y) | 25% – 50% | |
| Robert Eathon Williams | Registered representative | Feb 2003 (23y) | ||
| Tony Wendeln | Registered representative | Aug 2017 (9y) | ||
| Aaron Joshua Ploscowe | Registered representative | May 2020 (6y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Aama, Inc. 401 K Psp And Trust | Shareholder | Jan 1999 | A | 10% – 25% |
| R Baker, Trustee, P Baker Gst Trust | Shareholder | Jun 2015 | A | 5% – 10% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
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) | 03/30/2026 | 933 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- U.S. Bank $534M (82% of AUM) Mar 2026
- National Financial Services (Fidelity) $178M (27% of AUM) Mar 2026
- Charles Schwab & Co. $23.7M (3% of AUM) Apr 2025
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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗