Asset Management Advisors, LLC
Asset Management Advisors, LLC (AMA) is a family office-focused Registered Investment Adviser based in Winter Park, FL, founded in 1996 by Jerry M. Williams and Scott G. Davis. The firm provides tailored wealth management and comprehensive investment advisory services to high net worth individuals and families, helping clients preserve and grow wealth across generations. AMA manages investment portfolios that address the unique needs of its clients, leveraging a boutique approach for personalized service. The firm employs a small team of experienced professionals with approximately 9 employees and serves a predominantly US-based, high net worth clientele.
Investment Strategy
Asset Management Advisors, LLC employs a comprehensive wealth management approach, providing customized investment portfolios tailored to the specific goals and risk profiles of high net worth individuals and families. Their strategy involves diversified asset allocation across equities, fixed income, and alternative investments, aiming to achieve long-term growth while preserving capital. The firm does not focus on any single product or sector; instead, they emphasize personalized solutions, active management, and ongoing review to adapt to changing market conditions and client needs.
Top Holdings
Equity Positions (17)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | Berkshire Hathaway B | 34.55% | $56.6M | 112,623 | $152.32 | $502.74 | +$2.1M |
B BN | Brookfield Corp | 9.54% | $15.6M | 228,053 | $44.39 | $45.72 | +$1.5M |
W WMB | Williams Companies | 6.75% | $11.1M | 174,709 | $26.76 | $63.35 | +$1.4K |
N NEE | Nextera Energy Inc. | 5.33% | $8.7M | 115,721 | $62.38 | $75.49 | +$657.6K |
A AAPL | Apple Inc. | 5.21% | $8.5M | 33,533 | $30.34 | $254.63 | +$1.7M |