Laura Owsley
AM Investment Strategies · Chattanooga, Tennessee
Laura Owsley is a fee-only financial advisor at AM Investment Strategies in Chattanooga, Tennessee. AM Investment Strategies reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | AM Investment Strategies |
|---|---|
| Based in | Chattanooga, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $738.4M across 1,388 accounts |
| SEC registration | Investment adviser representative in TN, TX · CRD 4886775 |
| Exams passed | Series 66 (2007) |
| Firm size | 5 employees |
| Disclosures | None reported |
How Laura's firm compares
- AM Investment Strategies's average account is about $532,000, from its Form ADV (assets managed divided by 1,388 accounts).
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Questions about Laura
Is Laura Owsley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Laura holds no broker registration, and AM Investment Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Laura charge for financial advice?
Laura's firm, AM Investment Strategies, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Laura Owsley based?
Laura Owsley is based in Chattanooga, Tennessee.
Is Laura Owsley registered with the SEC?
Yes. Laura Owsley is registered as an investment adviser representative in TN and TX (CRD 4886775), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AM Investment Strategies manage?
AM Investment Strategies reports $738.4M across 1,388 accounts in assets under management.
How do I contact Laura Owsley?
Contact details aren't on file yet. Search for AM Investment Strategies.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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