AM INVESTMENT STRATEGIES, LLC
CRD #165823 SEC #801-77283 CHATTANOOGA, TN 423-486-1888
SEC Registered Disclosures
Total AUM
$709.9M
Discretionary
$548M
Employees
5
Clients
0
Accounts
1,357
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $709.9M | $548M | $161.9M | 5 | 0 |
| Oct 2025 | $709.9M | $548M | $161.9M | 5 | 0 |
| Oct 2025 | $709.9M | $548M | $161.9M | 5 | 0 |
| Jul 2025 | $709.9M | $548M | $161.9M | 5 | 0 |
| Feb 2025 | $709.9M | $548M | $161.9M | 5 | 0 |
| Jan 2025 | $621.8M | $445.3M | $176.6M | 5 | 0 |
| Oct 2024 | $621.8M | $445.3M | $176.6M | 5 | 0 |
| Aug 2024 | $621.8M | $445.3M | $176.6M | 5 | 0 |
| Apr 2024 | $621.8M | $445.3M | $176.6M | 5 | 0 |
| Feb 2024 | $621.8M | $445.3M | $176.6M | 5 | 0 |
| Feb 2023 | $516.2M | $354.4M | $161.8M | 5 | 0 |
| Dec 2022 | $630.2M | $386.1M | $244.1M | 5 | 0 |
| Mar 2022 | $630.2M | $386.1M | $244.1M | 5 | 0 |
| Nov 2021 | $504.8M | $285.1M | $219.7M | 5 | 0 |
| Jun 2021 | $504.8M | $285.1M | $219.7M | 5 | 0 |
| Mar 2021 | $504.8M | $285.1M | $219.7M | 5 | 0 |
| Jul 2020 | $449.6M | $239.4M | $210.2M | 5 | 0 |
| Jun 2020 | $449.6M | $239.4M | $210.2M | 5 | 0 |
| Apr 2020 | $449.6M | $239.4M | $210.2M | 5 | 0 |
| Feb 2020 | $449.6M | $239.4M | $210.2M | 5 | 0 |
| Aug 2019 | $353.5M | $184.9M | $168.6M | 5 | 0 |
| May 2019 | $353.5M | $184.9M | $168.6M | 5 | 0 |
| Mar 2019 | $353.5M | $184.9M | $168.6M | 5 | 0 |
| Jun 2018 | $377.6M | $336.2M | $41.4M | 4 | 1 |
| Mar 2018 | $377.6M | $336.2M | $41.4M | 4 | 1 |
| Aug 2017 | $340.9M | $278M | $62.9M | 4 | 300 |
| Mar 2017 | $340.9M | $278M | $62.9M | 4 | 300 |
| Aug 2016 | $265.3M | $111.1M | $154.3M | 5 | 300 |
| Jan 2016 | $265.3M | $111.1M | $154.3M | 5 | 300 |
| Jan 2016 | $282.5M | $84.8M | $197.7M | 3 | 300 |
| Mar 2015 | $282.5M | $84.8M | $197.7M | 3 | 300 |
| Oct 2014 | $250.8M | $10.8M | $240M | 2 | 300 |
| Aug 2014 | $250.8M | $10.8M | $240M | 2 | 300 |
| Mar 2014 | $250.8M | $10.8M | $240M | 2 | 300 |
| Jan 2014 | $168.7M | $1.4M | $167.3M | 2 | 186 |
| May 2013 | $168.7M | $1.4M | $167.3M | 2 | 186 |
| May 2013 | $168.7M | $1.4M | $167.3M | 2 | 186 |
| Mar 2013 | $168.7M | $1.4M | $167.3M | 2 | 186 |
| Nov 2012 | $0 | $0 | $0 | 2 | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
DateNov 2025
Total AUM$709.9M
Discretionary$548M
Non-Disc.$161.9M
Employees5
Clients0
DateOct 2025
Total AUM$709.9M
Discretionary$548M
Non-Disc.$161.9M
Employees5
Clients0
DateOct 2025
Total AUM$709.9M
Discretionary$548M
Non-Disc.$161.9M
Employees5
Clients0
DateJul 2025
Total AUM$709.9M
Discretionary$548M
Non-Disc.$161.9M
Employees5
Clients0
DateFeb 2025
Total AUM$709.9M
Discretionary$548M
Non-Disc.$161.9M
Employees5
Clients0
DateJan 2025
Total AUM$621.8M
Discretionary$445.3M
Non-Disc.$176.6M
Employees5
Clients0
DateOct 2024
Total AUM$621.8M
Discretionary$445.3M
Non-Disc.$176.6M
Employees5
Clients0
DateAug 2024
Total AUM$621.8M
Discretionary$445.3M
Non-Disc.$176.6M
Employees5
Clients0
DateApr 2024
Total AUM$621.8M
Discretionary$445.3M
Non-Disc.$176.6M
Employees5
Clients0
DateFeb 2024
Total AUM$621.8M
Discretionary$445.3M
Non-Disc.$176.6M
Employees5
Clients0
DateFeb 2023
Total AUM$516.2M
Discretionary$354.4M
Non-Disc.$161.8M
Employees5
Clients0
DateDec 2022
Total AUM$630.2M
Discretionary$386.1M
Non-Disc.$244.1M
Employees5
Clients0
DateMar 2022
Total AUM$630.2M
Discretionary$386.1M
Non-Disc.$244.1M
Employees5
Clients0
DateNov 2021
Total AUM$504.8M
Discretionary$285.1M
Non-Disc.$219.7M
Employees5
Clients0
DateJun 2021
Total AUM$504.8M
Discretionary$285.1M
Non-Disc.$219.7M
Employees5
Clients0
DateMar 2021
Total AUM$504.8M
Discretionary$285.1M
Non-Disc.$219.7M
Employees5
Clients0
DateJul 2020
Total AUM$449.6M
Discretionary$239.4M
Non-Disc.$210.2M
Employees5
Clients0
DateJun 2020
Total AUM$449.6M
Discretionary$239.4M
Non-Disc.$210.2M
Employees5
Clients0
DateApr 2020
Total AUM$449.6M
Discretionary$239.4M
Non-Disc.$210.2M
Employees5
Clients0
DateFeb 2020
Total AUM$449.6M
Discretionary$239.4M
Non-Disc.$210.2M
Employees5
Clients0
DateAug 2019
Total AUM$353.5M
Discretionary$184.9M
Non-Disc.$168.6M
Employees5
Clients0
DateMay 2019
Total AUM$353.5M
Discretionary$184.9M
Non-Disc.$168.6M
Employees5
Clients0
DateMar 2019
Total AUM$353.5M
Discretionary$184.9M
Non-Disc.$168.6M
Employees5
Clients0
DateJun 2018
Total AUM$377.6M
Discretionary$336.2M
Non-Disc.$41.4M
Employees4
Clients1
DateMar 2018
Total AUM$377.6M
Discretionary$336.2M
Non-Disc.$41.4M
Employees4
Clients1
DateAug 2017
Total AUM$340.9M
Discretionary$278M
Non-Disc.$62.9M
Employees4
Clients300
DateMar 2017
Total AUM$340.9M
Discretionary$278M
Non-Disc.$62.9M
Employees4
Clients300
DateAug 2016
Total AUM$265.3M
Discretionary$111.1M
Non-Disc.$154.3M
Employees5
Clients300
DateJan 2016
Total AUM$265.3M
Discretionary$111.1M
Non-Disc.$154.3M
Employees5
Clients300
DateJan 2016
Total AUM$282.5M
Discretionary$84.8M
Non-Disc.$197.7M
Employees3
Clients300
DateMar 2015
Total AUM$282.5M
Discretionary$84.8M
Non-Disc.$197.7M
Employees3
Clients300
DateOct 2014
Total AUM$250.8M
Discretionary$10.8M
Non-Disc.$240M
Employees2
Clients300
DateAug 2014
Total AUM$250.8M
Discretionary$10.8M
Non-Disc.$240M
Employees2
Clients300
DateMar 2014
Total AUM$250.8M
Discretionary$10.8M
Non-Disc.$240M
Employees2
Clients300
DateJan 2014
Total AUM$168.7M
Discretionary$1.4M
Non-Disc.$167.3M
Employees2
Clients186
DateMay 2013
Total AUM$168.7M
Discretionary$1.4M
Non-Disc.$167.3M
Employees2
Clients186
DateMay 2013
Total AUM$168.7M
Discretionary$1.4M
Non-Disc.$167.3M
Employees2
Clients186
DateMar 2013
Total AUM$168.7M
Discretionary$1.4M
Non-Disc.$167.3M
Employees2
Clients186
DateNov 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0