Hedge Fund Database

AMERICAN FINANCIAL ADVISORS, LLC.

Adviser information for AMERICAN FINANCIAL ADVISORS, LLC. last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Georgia, United States

Employees

Total Number of Employees 7
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,992 $853.5M
Non-Discretionary 0 $0
Total 1,992 $853.5M

Clients

Type Number RAUM
Individuals 612 $227.6M
HNW Individuals 285 $603.3M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $11.0M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $11.6M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 11-25

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-60761
SEC ERA File Number 801-60761
SEC CIK Numbers 1767898
SEC CRD Numbers 115824
Legal Entity Identifier None

Principal Office

2551 ROSWELL ROAD
SUITE 310
MARIETTA
GA
United States
Monday - Friday, 9 AM - 5 PM
Tel: 770-977-2434, Fax: 770-579-8575

Websites

www.linkedin.com/in/mike-stark-5982ab1 www.linkedin.com/company/american-financial-advisors-llc?trk=company_logo twitter.com/mikestarkafa?cn=zmxleglibgvfcmvjcw%3d%3d&refsrc=email www.youtube.com/channel/ucefcilnf-fkiayrnaaubhog www.facebook.com/afainvestments/ www.afainvestments.com

Chief Compliance Officer

ANDRIA WILLIAMS
CHIEF COMPLIANCE OFFICER
2551 ROSWELL ROAD, STE 310
MARIETTA
GA
United States
Tel: 770 977-2434
Fax: 770 579-8575
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
STARK, MICHAEL, DAVID Individual – CHIEF EXECUTIVE OFFICER, MANAGING MEMBER 12/2004 > 75%
WILLIAMS, ANDRIA, JO Individual – CHIEF COMPLIANCE OFFICER 10/2004 < 5%
VIGLOTTI, PATRICK, FRANCIS Individual – MEMBER 03/2013 25-50%
Viglotti, Linda, Rose Individual – CHIEF OPERATIONS OFFICER 05/2016 < 5%

No. Employees, Historic

10502020202120222023202420257 on 4/30/20207 on 6/30/20207 on 3/31/20217 on 2/28/20227 on 3/10/20237 on 3/11/20247 on 3/19/2024

RAUM, Historic

1B500M0202020212022202320242025727368589 on 4/30/2020727368589 on 6/30/2020843006517 on 3/31/2021925887267 on 2/28/2022777096773 on 3/10/2023853526370 on 3/11/2024853526370 on 3/19/2024

No. Clients, Historic

1,0005000202020212022202320242025942 on 4/30/2020942 on 6/30/2020912 on 3/31/2021947 on 2/28/2022952 on 3/10/2023903 on 3/11/2024903 on 3/19/2024

Holdings

From latest 13F, filed July 24th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 401K 2K –
ADVANCED MICRO DEVICES INC COM 265K 2K –
AFLAC INC COM 251K 3K –
ALIBABA GROUP HLDG LTD SPONSORED ADS 354K 5K –
ALPHABET INC CAP STK CL C 628K 3K –
ALPHABET INC CAP STK CL A 3M 18K –
AMARIN CORP PLC SPONS ADR NEW 87K 126K –
AMAZON COM INC COM 6M 29K –
AMERICAN EXPRESS CO COM 209K 903 –
AMGEN INC COM 472K 2K –
APPLE INC COM 8M 36K –
ARK ETF TR INNOVATION ETF 3M 58K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 37M 92K –
BOEING CO COM 444K 2K –
CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME 288K 11K –
CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 508K 23K –
CAPITAL GRP FIXED INCM ETF T CORE BOND ETF 21M 829K –
CARNIVAL CORP UNIT 99/99/9999 257K 14K –
CHEVRON CORP NEW COM 209K 1K –
CISCO SYS INC COM 308K 6K –
COCA COLA CO COM 888K 14K –
CORMEDIX INC COM 132K 31K –
CREDIT SUISSE ASSET MGMT INC COM 34K 11K –
CROWDSTRIKE HLDGS INC CL A 269K 703 –
DATADOG INC CL A COM 352K 3K –
DELTA AIR LINES INC DEL COM NEW 7M 155K –
DIMENSIONAL ETF TRUST WORLD EX US CORE 303K 12K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 2M 66K –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 516K 13K –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 315K 5K –
DISNEY WALT CO COM 543K 5K –
DNP SELECT INCOME FD INC COM 7M 857K –
ELI LILLY & CO COM 12M 13K –
ENERGY TRANSFER L P COM UT LTD PTN 188K 12K –
EXXON MOBIL CORP COM 340K 3K –
FASTENAL CO COM 215K 3K –
FIRST TR EXCH TRD ALPHDX FD EM SML CP ALPH 230K 6K –
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 14M 249K –
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 34M 400K –
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 317K 2K –
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 419K 7K –
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 17M 364K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 1M 26K –
FIRST TR EXCHANGE-TRADED FD SSI STRG ETF 373K 11K –
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 2M 54K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 16M 362K –
FORD MTR CO DEL COM 148K 12K –
GE AEROSPACE COM NEW 757K 5K –
HOME DEPOT INC COM 2M 7K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 355K 2K –
INVESCO EXCH TRADED FD TR II S&P SMLCP LOW 472K 11K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 1M 7K –
INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 439K 4K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 2M 42K –
INVESCO QQQ TR UNIT SER 1 60M 125K –
ISHARES INC CORE MSCI EMKT 494K 9K –
ISHARES TR CORE MSCI TOTAL 202K 3K –
ISHARES TR CORE US AGGBD ET 280K 3K –
ISHARES TR RUSSELL 2000 ETF 1M 5K –
ISHARES TR RUS 1000 ETF 37M 125K –
ISHARES TR SELECT DIVID ETF 221K 2K –
ISHARES TR CORE S&P500 ETF 3M 5K –
ISHARES TR 7-10 YR TRSY BD 527K 6K –
ISHARES TR CORE S&P MCP ETF 14M 232K –
ISHARES TR NATIONAL MUN ETF 708K 7K –
ISHARES TR MSCI EAFE ETF 3M 38K –
ISHARES TR RESIDENTIAL MULT 527K 7K –
ISHARES TR RUS 1000 VAL ETF 1M 8K –
ISHARES TR S&P 500 GRWT ETF 861K 9K –
ISHARES TR IBOXX HI YD ETF 820K 11K –
ISHARES TR RUS 2000 VAL ETF 2M 11K –
ISHARES TR TIPS BD ETF 1M 12K –
ISHARES TR ISHS 1-5YR INVS 680K 13K –
ISHARES TR SP SMCP600VL ETF 263K 3K –
ISHARES TR US HLTHCARE ETF 828K 14K –
ISHARES TR EAFE SML CP ETF 8M 129K –
ISHARES TR EAFE VALUE ETF 746K 14K –
ISHARES TR JPMORGAN USD EMG 1M 17K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 672K 12K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 5M 97K –
JOHNSON & JOHNSON COM 469K 3K –
JPMORGAN CHASE & CO. COM 394K 2K –
MASTERCARD INCORPORATED CL A 455K 1K –
MERCK & CO INC COM 244K 2K –
META PLATFORMS INC CL A 2M 3K –
MGM RESORTS INTERNATIONAL COM 460K 10K –
MICROSOFT CORP COM 2M 5K –
NVIDIA CORPORATION COM 2M 19K –
ORACLE CORP COM 325K 2K –
PEPSICO INC COM 283K 2K –
PROCTER AND GAMBLE CO COM 337K 2K –
PROSHARES TR ULTRPRO S&P500 468K 6K –
QUALCOMM INC COM 232K 1K –
ROYAL CARIBBEAN GROUP COM 343K 2K –
SCHWAB STRATEGIC TR INTL EQTY ETF 3M 71K –
SCHWAB STRATEGIC TR US TIPS ETF 2M 38K –
SCHWAB STRATEGIC TR US LCAP GR ETF 418K 4K –
SCHWAB STRATEGIC TR US LRG CAP ETF 1M 23K –
SCHWAB STRATEGIC TR US BRD MKT ETF 314K 5K –
SCHWAB STRATEGIC TR US SML CAP ETF 9M 193K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 28M 363K –
SCHWAB STRATEGIC TR US MID-CAP ETF 261K 3K –
SELECT SECTOR SPDR TR RL EST SEL SEC 12M 307K –
SELECT SECTOR SPDR TR FINANCIAL 858K 21K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 23M 155K –
SELECT SECTOR SPDR TR TECHNOLOGY 572K 3K –
SELECT SECTOR SPDR TR SBI INT-UTILS 334K 5K –
SELECT SECTOR SPDR TR ENERGY 309K 3K –
SELECT SECTOR SPDR TR INDL 439K 4K –
SOUTHERN CO COM 445K 6K –
SOUTHERN COPPER CORP COM 1M 12K –
SPDR S&P 500 ETF TR TR UNIT 1M 2K –
SPDR SER TR S&P HOMEBUILD 247K 2K –
SPDR SER TR DJ REIT ETF 2M 22K –
SPDR SER TR S&P 600 SMCP VAL 22M 275K –
SPDR SER TR S&P BIOTECH 5M 56K –
SPDR SER TR AEROSPACE DEF 2M 16K –
SPDR SER TR PORTFOLIO S&P500 305K 5K –
STARBUCKS CORP COM 269K 3K –
TESLA INC COM 896K 5K –
UBER TECHNOLOGIES INC COM 389K 5K –
UNITEDHEALTH GROUP INC COM 370K 727 –
VANECK ETF TRUST FALLEN ANGEL HG 14M 503K –
VANECK ETF TRUST SEMICONDUCTR ETF 719K 3K –
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 364K 1K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 861K 18K –
VANGUARD INDEX FDS SML CP GRW ETF 35M 142K –
VANGUARD INDEX FDS VALUE ETF 263K 2K –
VANGUARD INDEX FDS TOTAL STK MKT 5M 17K –
VANGUARD INDEX FDS REAL ESTATE ETF 868K 10K –
VANGUARD INDEX FDS S&P 500 ETF SHS 226K 452 –
VANGUARD INDEX FDS MID CAP ETF 23M 94K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 3M 66K –
VANGUARD MUN BD FDS TAX EXEMPT BD 375K 7K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 28M 351K –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 389K 7K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 32M 411K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 40M 219K –
VANGUARD WHITEHALL FDS INTL DVD ETF 37M 449K –
VANGUARD WORLD FD INF TECH ETF 210K 364 –
VERIZON COMMUNICATIONS INC COM 277K 7K –
WASTE MGMT INC DEL COM 233K 1K –
WELLTOWER INC COM 1M 14K –
WEYERHAEUSER CO MTN BE COM NEW 272K 10K –
WHEELS UP EXPERIENCE INC COM CL A 19K 10K –