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Ams Advisors LLC (Orlando)


Ams Advisors LLC is a large advisory firm based in Orlando. It manages $126 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Florida.

Ams Advisors provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ams Advisors: assets under management

The assets under management (AUM) of Ams Advisors LLC is $126 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $126 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.52 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ams Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Richard Allen Schilffarth Shareholder 1 Nov 2006 25% - 50% 1286337
Edward Charles Leners Shareholder(10% owner) 1 Mar 2008 Other 3192556

Based in Orlando

The principal office where Ams Advisors LLC performs its advisory services is located at 5401 South Kirkman Rd, Orlando, FL 32869, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-282-9001. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.


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