{
  "crd_number": 153607,
  "slug": "amerigo-asset-management-corporation-port-charlotte-fl-153607",
  "primary_business_name": "AMERIGO ASSET  MANAGEMENT CORPORATION",
  "legal_name": "AMERIGO ASSET  MANAGEMENT CORPORATION",
  "dbas": [],
  "city": "Port Charlotte",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "39460",
  "metro": {
    "cbsa_code": "39460",
    "common_name": "Punta Gorda",
    "msa_name": "Punta Gorda, FL",
    "path": "/advisors/fl/punta-gorda"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2012-07-03",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2025-03-25",
  "carried_forward": false,
  "raum_total": 3893839.0,
  "raum_discretionary": 3893839.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 3893839.0,
      "count": 10
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "FL",
    "TX"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/153607",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "PORT CHARLOTTE",
  "url": "https://advisorcensus.com/firm/amerigo-asset-management-corporation-port-charlotte-fl-153607",
  "display_name": "Amerigo Asset Management Corporation",
  "summary": "Amerigo Asset Management Corporation is a state-registered investment advisory firm in Port Charlotte, FL, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2025.",
  "citation": "AdvisorCensus. Amerigo Asset Management Corporation (CRD 153607): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Amerigo Asset Management Corporation compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Amerigo Asset Management Corporation reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Amerigo Asset Management Corporation located?",
      "a": "Amerigo Asset Management Corporation's principal office is in Port Charlotte, FL, according to its Form ADV."
    },
    {
      "q": "Is Amerigo Asset Management Corporation registered with the SEC or a state?",
      "a": "Amerigo Asset Management Corporation is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 153607."
    },
    {
      "q": "How much does Amerigo Asset Management Corporation manage?",
      "a": "Amerigo Asset Management Corporation reports $3,893,839 in regulatory assets under management in its Form ADV filing dated March 25, 2025 (100% discretionary)."
    },
    {
      "q": "What types of clients does Amerigo Asset Management Corporation serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10)."
    },
    {
      "q": "Does Amerigo Asset Management Corporation report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/153607"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/amerigo-asset-management-corporation-port-charlotte-fl-153607.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 3893839.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "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/153607",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}