AMERICAN FINANCIAL ADVISORS, LLC

HTTP://WWW.AFAINVESTMENTS.COM MARIETTA, GA Investment Advisor How do I update this listing?

American Financial Advisors is based out of Marietta. American Financial Advisors is a large advisory firm with 947 clients and discretionary assets under management (AUM) of $609,624,968 (Form ADV from 2019-03-30). Their last reported 13F filing for Q1 2019 included $490,442,000 in managed 13F securities and a top 10 holdings concentration of 47.48%. American Financial Advisors's largest holding is Berkshire Hathaway Inc Class B with shares held of 157,248. Whalewisdom has at least 2 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $490.442 Million
  • Prior Market Value $456.209 Million
  • New Purchases13 stocks
  • Additional Purchases41 stocks
  • Sold out of3 stocks
  • Reduced holdings in42 stocks
  • Top 10 Holdings % 47.48 %
  • Turnover % [1]:16.00%
  • Turnover Alt % [2]: 45.08 %
  • Time Held Top20:0.50 quarters
  • Time Held Top10:0.40 quarters
  • Time Held All:0.87 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 2.29%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

AMERICAN FINANCIAL ADVISORS, LLC.
2551 ROSWELL ROAD SUITE 310
MARIETTA GA    30062
Country: United States

Business Phone: 770-977-2434
Fax: 770-579-8575
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: GA
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 947
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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AMERICAN FINANCIAL ADVISORS, LLC.

ownership team - last updated 2019-03-30
Name Title Start Date Direct/Indirect % Ownership
STARK, MICHAEL, DAVID CHIEF EXECUTIVE OFFICER, MANAGING MEMBER 12/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
AMERICAN FINANCIAL ADVISORS, LLC. CHIEF EXECUTIVE OFFICER, MANAGING MEMBER direct 2004-12-01
MICHAEL D. STARK OWNER direct 1995-03-01
THE ADVISOR, LLP PORTFOLIO MANAGER direct 1998-09-01 2004-10-07
THE ADVISOR, LLP PARTNER direct 1998-09-01 2005-03-07
AMERICAN FINANCIAL ADVISORS, LLC. CHIEF OPERATIONS OFFICER direct 2001-10-01 2009-03-30
WILLIAMS, ANDRIA, JO CHIEF COMPLIANCE OFFICER 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN FINANCIAL ADVISORS, LLC. CHIEF COMPLIANCE OFFICER direct 2004-10-01
VIGLOTTI, PATRICK, FRANCIS MEMBER 03/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMERICAN FINANCIAL ADVISORS, LLC. MEMBER direct 2013-03-01
Viglotti, Linda, Rose CHIEF OPERATIONS OFFICER 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN FINANCIAL ADVISORS, LLC. CHIEF OPERATIONS OFFICER direct 2016-05-01

AMERICAN FINANCIAL ADVISORS, LLC.

ownership team - last updated 2017-03-30
Name Title Start Date Direct/Indirect % Ownership
STARK, MICHAEL, DAVID CHIEF EXECUTIVE OFFICER, MANAGING MEMBER 12/01/2004 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
AMERICAN FINANCIAL ADVISORS, LLC. CHIEF EXECUTIVE OFFICER, MANAGING MEMBER direct 2004-12-01
MICHAEL D. STARK OWNER direct 1995-03-01
THE ADVISOR, LLP PORTFOLIO MANAGER direct 1998-09-01 2004-10-07
THE ADVISOR, LLP PARTNER direct 1998-09-01 2005-03-07
AMERICAN FINANCIAL ADVISORS, LLC. CHIEF OPERATIONS OFFICER direct 2001-10-01 2009-03-30
WILLIAMS, ANDRIA, JO CHIEF COMPLIANCE OFFICER 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN FINANCIAL ADVISORS, LLC. CHIEF COMPLIANCE OFFICER direct 2004-10-01
VIGLOTTI, PATRICK, FRANCIS MEMBER 03/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
AMERICAN FINANCIAL ADVISORS, LLC. MEMBER direct 2013-03-01
Viglotti, Linda, Rose CHIEF OPERATIONS OFFICER 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN FINANCIAL ADVISORS, LLC. CHIEF OPERATIONS OFFICER direct 2016-05-01

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