You're signed outSign in or to get full access.
Advanced Asset Management Advisors Inc.
Advanced Asset Management Advisors Inc is a registered investment adviser headquartered in Dublin, Ohio. Founded in the 1990s (precise year not specified, but active in SEC filings since at least 1999), the firm provides disciplined asset management services primarily for financial advisors, institutions, and individuals. With approximately 8 employees and $740 million in assets under management as of April 2025, AAMA focuses on constructing risk-based investment portfolios using fundamental market pricing strategies. The company serves individuals, high-net-worth investors, charitable organizations, pension plans, and investment companies, partnering closely with clients for a hands-on, consultative approach.
Investment Strategy
AAMA employs a fundamental, risk-based investment strategy designed for consistency and accountability. Their process centers around fundamental pricing of the market, sectors, and securities, prioritizing statistical and valuation-based analysis over theoretical approaches. The firm creates portfolios tailored to various client types, including separate accounts and managed funds, focusing on consistent performance through disciplined asset allocation and sector valuation strategies. Emphasis is placed on transparency, frequent communication, and direct accessibility to senior portfolio managers.
Latest 13F Filing Activity
Advanced Asset Management Advisors Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 85 equity positions with a total 13F market value of $374M. The fund increased holdings in Corning Inc., Vanguard Index FDS, Apple Inc. among other positions. Advanced Asset Management Advisors Inc. reduced exposure to Ishares TR, T-mobile Us Inc., Visa Inc. among others.
Top Holdings
Equity Positions (85)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 14.31% | $53.5M | 87,401 | $246.25 | $612.38 | +$3.8M |
I IVV | ISHARES TR | 10.20% | $38.2M | 57,000 | $269.05 | $669.30 | -$4.8M |
A AAPL | APPLE INC | 3.35% | $12.5M | 49,252 | $43.62 | $254.63 | +$2.4M |
J JPM | JPMORGAN CHASE & CO. | 3.23% | $12.1M | 38,277 | $106.65 | $315.43 | +$997.1K |
| ALPHABET INC | 3.16% | $11.8M | 48,642 | $52.51 | $243.10 | -$271.9K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more