{
  "crd_number": 106321,
  "slug": "ami-investment-management-inc-kendallville-in-106321",
  "primary_business_name": "AMI INVESTMENT MANAGEMENT INC",
  "legal_name": "AMI INVESTMENT MANAGEMENT INC",
  "dbas": [],
  "city": "Kendallville",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "28340",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1995-06-09",
  "years_registered": 31,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 963593785.0,
  "raum_discretionary": 963593785.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 128312.0,
      "count": null,
      "description": "NON INCORPORATED ASSOCIATION",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 624884925.0,
      "count": 16
    },
    "individuals": {
      "raum": 84065701.0,
      "count": 234
    },
    "state_municipal": {
      "raum": 9110453.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 231059260.0,
      "count": 59
    },
    "corporations_other_businesses": {
      "raum": 14345134.0,
      "count": 6
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IN",
    "TX"
  ],
  "websites": [
    "https://amiinvestment.com",
    "https://linkedin.com/company/ami-investment-management-inc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106321",
  "city_as_filed": "KENDALLVILLE",
  "url": "https://advisorcensus.com/firm/ami-investment-management-inc-kendallville-in-106321",
  "display_name": "AMI Investment Management Inc",
  "summary": "AMI Investment Management Inc is an SEC-registered investment advisory firm in Kendallville, IN, registered since 1995, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. AMI Investment Management Inc (CRD 106321): 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"
  ],
  "quick_answers": [
    {
      "q": "How is AMI Investment Management Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), AMI Investment Management Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does AMI Investment Management Inc's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 states: Up to $2,500,000: 1% a year; $2,500,000 to $5,000,000: 0.8% a year; $5,000,000 to $10,000,000: 0.6% a year; Above $10,000,000: 0.4% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is AMI Investment Management Inc located?",
      "a": "AMI Investment Management Inc's principal office is in Kendallville, IN, according to its Form ADV."
    },
    {
      "q": "Is AMI Investment Management Inc registered with the SEC or a state?",
      "a": "AMI Investment Management Inc is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 106321."
    },
    {
      "q": "How much does AMI Investment Management Inc manage?",
      "a": "AMI Investment Management Inc reports $963,593,785 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have AMI Investment Management Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for AMI Investment Management Inc: Regulatory assets under management: $648,198,928 in the October 2021 data and $963,593,785 in the October 2026 data, up 49%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does AMI Investment Management Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (234); high net worth individuals (59); charitable organizations (16)."
    },
    {
      "q": "Which custodians does AMI Investment Management Inc use?",
      "a": "AMI Investment Management 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 AMI Investment Management 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/106321"
    },
    {
      "q": "What changed in AMI Investment Management Inc's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $838,617,157 to $963,593,785 (+15%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 648198928.0,
      "total_employees": 5,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 730561763.0,
      "total_employees": 5,
      "filing_date": "2022-03-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 656674433.0,
      "total_employees": 5,
      "filing_date": "2023-08-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 705315450.0,
      "total_employees": 5,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 838617157.0,
      "total_employees": 5,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 963593785.0,
      "total_employees": 6,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $838,617,157 to $963,593,785 (+15%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "tiers": [
      {
        "band": "Up to $2,500,000",
        "rate": "1%"
      },
      {
        "band": "$2,500,000 to $5,000,000",
        "rate": "0.8%"
      },
      {
        "band": "$5,000,000 to $10,000,000",
        "rate": "0.6%"
      },
      {
        "band": "Above $10,000,000",
        "rate": "0.4%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $2,500,000: 1% a year",
          "$2,500,000 to $5,000,000: 0.8% a year",
          "$5,000,000 to $10,000,000: 0.6% a year",
          "Above $10,000,000: 0.4% a year"
        ],
        "quotes": [
          "AMI’s fee schedule is as follows: \nEquity/Balanced Accounts \n1.0% of the first $ 2.5 million \n.80% of the next $ 2.5 million \n.60% of the next $ 5 million \n.40% of the balance"
        ]
      }
    ],
    "quotes": [
      "AMI’s fee schedule is as follows: \nEquity/Balanced Accounts \n1.0% of the first $ 2.5 million \n.80% of the next $ 2.5 million \n.60% of the next $ 5 million \n.40% of the balance"
    ],
    "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/ami-investment-management-inc-kendallville-in-106321.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 234,
      "fewer_than_5": false,
      "raum": 84065701.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 59,
      "fewer_than_5": false,
      "raum": 231059260.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 16,
      "fewer_than_5": false,
      "raum": 624884925.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 9110453.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 14345134.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 128312.0
    }
  ],
  "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/106321",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}