Investment adviser · CRD 38

AMERICAN INVESTORS CO

Investment adviser filing (IA)

L.S.Y., INC

SAN RAMON, CA, United States · Form ADV filed Jun 26, 2026

Regulatory AUM: $631M
Client accounts: 1,554
Employees: 32
Advisory professionals: 32

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	211	$434,165,916	68.8%
Individuals	548	$163,209,871	25.9%
Retirement plans	Fewer than 5	$25,311,746	4.0%
Corporations & businesses	7	$4,902,762	0.8%
Charities	Fewer than 5	$2,958,291	0.5%
Other clients	Fewer than 5	$117,220	0.0%
Banks & thrifts	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2115467 · Jun 26, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 26, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

12667 ALCOSTA BLVD., SUITE 160
SAN RAMON, CA, 94583, United States

CRD 38

Filing source

Form ADV 2115467 · Jun 26, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.