{
  "crd_number": 113020,
  "slug": "advisors-management-group-inc-la-crosse-wi-113020",
  "primary_business_name": "ADVISORS MANAGEMENT GROUP INC",
  "legal_name": "ADVISORS MANAGEMENT GROUP INC",
  "dbas": [],
  "city": "La Crosse",
  "state": "WI",
  "country": "United States",
  "cbsa_code": "29100",
  "metro": {
    "cbsa_code": "29100",
    "common_name": "La Crosse",
    "msa_name": "La Crosse-Onalaska, WI-MN",
    "path": "/advisors/wi/la-crosse"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1989-02-13",
  "years_registered": 37,
  "period": "2026-10-01",
  "filing_date": "2026-03-20",
  "carried_forward": false,
  "raum_total": 819632981.0,
  "raum_discretionary": 806943177.0,
  "raum_non_discretionary": 12689804.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 17,
  "advisory_employees": 12,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 126766.0,
      "count": 5
    },
    "individuals": {
      "raum": 545245954.0,
      "count": 1807
    },
    "other_investment_advisers": {
      "raum": 83.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 274260178.0,
      "count": 105
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IA",
    "IL",
    "LA",
    "MI",
    "MN",
    "MT",
    "NC",
    "NE",
    "NH",
    "OH",
    "SC",
    "TN",
    "TX",
    "WI"
  ],
  "websites": [
    "https://advisorsmanagement.com",
    "https://facebook.com/ADVISORSMANAGEMENTGROUP",
    "https://instagram.com/advisorsmanagementgroup_wi",
    "https://linkedin.com/COMPANY/ADVISORS-MANAGEMENT-GROUP-INC"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/113020",
  "city_as_filed": "LA CROSSE",
  "url": "https://advisorcensus.com/firm/advisors-management-group-inc-la-crosse-wi-113020",
  "display_name": "Advisors Management Group Inc",
  "summary": "Advisors Management Group Inc is an SEC-registered investment advisory firm in La Crosse, WI, registered since 1989, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.",
  "citation": "AdvisorCensus. Advisors Management Group Inc (CRD 113020): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Advisors Management Group Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Advisors Management Group Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Advisors Management Group Inc charge?",
      "a": "Its Form ADV Part 2A brochure dated March 12, 2026 states: Flat fee: $250 to $10,000 (401K Plan participant consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Advisors Management Group Inc located?",
      "a": "Advisors Management Group Inc's principal office is in La Crosse, WI, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Advisors Management Group Inc registered with the SEC or a state?",
      "a": "Advisors Management Group Inc is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 113020."
    },
    {
      "q": "How much does Advisors Management Group Inc manage?",
      "a": "Advisors Management Group Inc reports $819,632,981 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (98% discretionary)."
    },
    {
      "q": "How have Advisors Management Group Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Advisors Management Group Inc: Regulatory assets under management: $485,253,435 in the October 2021 data and $819,632,981 in the October 2026 data, up 69%. Total employees: 16 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Advisors Management Group Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,807); high net worth individuals (105); charitable organizations (5)."
    },
    {
      "q": "Which custodians does Advisors Management Group Inc use?",
      "a": "Advisors Management Group Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Advisors Management Group Inc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/113020"
    },
    {
      "q": "Does Advisors Management Group Inc state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 12, 2026 says: \"AMG does not currently require a minimum account balance to provide these services.\""
    },
    {
      "q": "What changed in Advisors Management Group Inc's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $712,612,877 to $819,632,981 (+15%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 485253435.0,
      "total_employees": 16,
      "filing_date": "2021-08-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 576041191.0,
      "total_employees": 17,
      "filing_date": "2022-07-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 554971802.0,
      "total_employees": 16,
      "filing_date": "2023-09-13"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 614523209.0,
      "total_employees": 17,
      "filing_date": "2024-03-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 712612877.0,
      "total_employees": 17,
      "filing_date": "2025-07-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 819632981.0,
      "total_employees": 17,
      "filing_date": "2026-03-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $712,612,877 to $819,632,981 (+15%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in WA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 12, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $250 to $10,000 (401K Plan participant consulting)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "AMG does not currently require a minimum account balance to provide these services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $250 to $10,000 (401K Plan participant consulting)"
        ],
        "quotes": [
          "AMG’s 401K Plan participant consulting services are provided on a flat fee basis. Fees range from $250 to $10,000 depending on the scope of services to be provided."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 250.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "401K Plan participant consulting"
        }
      ]
    },
    "quotes": [
      "AMG does not currently require a minimum account balance to provide these services.",
      "AMG’s 401K Plan participant consulting services are provided on a flat fee basis. Fees range from $250 to $10,000 depending on the scope of services to be provided."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/advisors-management-group-inc-la-crosse-wi-113020.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1807,
      "fewer_than_5": false,
      "raum": 545245954.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 105,
      "fewer_than_5": false,
      "raum": 274260178.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 126766.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": false,
      "raum": 83.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/113020",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}