# Advisors Management Group Inc

> 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.

- CRD: 113020
- Filed as: ADVISORS MANAGEMENT GROUP INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: La Crosse, WI
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/113020
- AdvisorCensus page: https://advisorcensus.com/firm/advisors-management-group-inc-la-crosse-wi-113020

## Quick answers

**How is Advisors Management Group Inc compensated?**
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).

**How much does Advisors Management Group Inc charge?**
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.

**Where is Advisors Management Group Inc located?**
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).

**Is Advisors Management Group Inc registered with the SEC or a state?**
Advisors Management Group Inc is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 113020.

**How much does Advisors Management Group Inc manage?**
Advisors Management Group Inc reports $819,632,981 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (98% discretionary).

**How have Advisors Management Group Inc's assets and staff changed since 2021?**
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.

**What types of clients does Advisors Management Group Inc serve?**
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).

**Which custodians does Advisors Management Group Inc use?**
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.

**Does Advisors Management Group Inc report any disciplinary disclosures?**
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

**Does Advisors Management Group Inc state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "AMG does not currently require a minimum account balance to provide these services."

**What changed in Advisors Management Group Inc's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $712,612,877 to $819,632,981 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Account minimum: None

> AMG does not currently require a minimum account balance to provide these services.

- Flat fee: $250 to $10,000 (401K Plan participant consulting)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $819,632,981
- Discretionary: $806,943,177
- Non-discretionary: $12,689,804

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,807 | $545,245,954 |
| High net worth individuals | 105 | $274,260,178 |
| Charitable organizations | 5 | $126,766 |
| Other investment advisers | 1 | $83 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1989 (37 years)
- Employees: 17 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IA, IL, LA, MI, MN, MT, NC, NE, NH, OH, SC, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Eau Claire, WI
- Green Bay, WI

### Websites listed on Form ADV (Item 1.I)
- [advisorsmanagement.com](https://advisorsmanagement.com)
- Facebook @ADVISORSMANAGEMENTGROUP
- Instagram @advisorsmanagementgroup_wi
- LinkedIn @ADVISORS-MANAGEMENT-GROUP-INC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $485,253,435 | 16 | August 9, 2021 |
| October 2022 | $576,041,191 | 17 | July 21, 2022 |
| October 2023 | $554,971,802 | 16 | September 13, 2023 |
| October 2024 | $614,523,209 | 17 | March 18, 2024 |
| October 2025 | $712,612,877 | 17 | July 8, 2025 |
| October 2026 | $819,632,981 | 17 | March 20, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $712,612,877 to $819,632,981 (+15%).

### January 2026
- No longer registered or notice-filed in WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advisors Management Group Inc (CRD 113020): Form ADV filing data as of October 2026.