# Asset Management Group

> Asset Management Group is an SEC-registered investment advisory firm in Cartersville, GA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 15, 2026.

- CRD: 319444
- Filed as: ASSET MANAGEMENT GROUP
- Legal name: AMG Asset Management Group, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cartersville, GA
- Filing period: October 2026
- Form ADV filing dated: June 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319444
- AdvisorCensus page: https://advisorcensus.com/firm/asset-management-group-cartersville-ga-319444

## Quick answers

**How is Asset Management Group compensated?**
On its Form ADV (Item 5.E, October 2026), Asset Management Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Asset Management Group charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 1.85% of assets a year (the maximum the brochure states); Flat fee: $5,000 to $7,500 (one-time set-up fees); Subscription: $300 a month (Private Client Membership (High-Touch Governance)); Flat fee: $2,500 to $20,000 (Strategic Advisory (Project-Based)); Subscription: $2,000 a month (Advisory Operating System and Coordination (Membership)); Subscription: $3,500 a month (Full-Service Operating System and Team). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Asset Management Group located?**
Asset Management Group's principal office is in Cartersville, GA, according to its Form ADV.

**Is Asset Management Group registered with the SEC or a state?**
Asset Management Group is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319444.

**How much does Asset Management Group manage?**
Asset Management Group reports $200,055,821 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (100% discretionary).

**How have Asset Management Group's assets and staff changed since 2022?**
In the Form ADV data for Asset Management Group: Regulatory assets under management: $107,377,905 in the October 2022 data and $200,055,821 in the October 2026 data, up 86%. Total employees: 7 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Asset Management Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (314); high net worth individuals (58).

**Which custodians does Asset Management Group use?**
Asset Management Group'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 Asset Management Group 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/319444

**Does Asset Management Group state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "AMG requires a minimum of $250,000 to establish an advisory relationship with our firm. In our sole discretion, we may waive this requirement."

**What changed in Asset Management Group's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## 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 31, 2026)

- Asset-based fee: up to 1.85% of assets a year (the maximum the brochure states)

> For portfolio management services, AMG charges an annual fee of up to 1.85% of assets under management.

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> AMG requires a minimum of $250,000 to establish an advisory relationship with our firm. In our sole discretion, we may waive this requirement.

- Flat fee: $5,000 to $7,500 (one-time set-up fees)

> There are 2 levels of one-time set-up fees, and these fees range from $5,000 to $7,500.

- Subscription: $300 a month (Private Client Membership (High-Touch Governance))

> Private Client Membership (High-Touch Governance) $300/month.

- Flat fee: $2,500 to $20,000 (Strategic Advisory (Project-Based))

> Fixed fee ranging from $2,500 - $20,000, depending on the specific services to be provided and the complexity.

- Subscription: $2,000 a month (Advisory Operating System and Coordination (Membership))

> $2,000/month.

- Subscription: $3,500 a month (Full-Service Operating System and Team)

> $3,500/month.

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: $200,055,821
- Discretionary: $200,055,821
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 314 | $91,631,529 |
| High net worth individuals | 58 | $108,424,292 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, LA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [assetmg-inc.com](https://assetmg-inc.com)
- Facebook @beyondtomorrowpodcast
- Instagram @assetmanagementgroupinc
- LinkedIn @amgincatl
- X @AMGinc_ATL
- YouTube @assetmanagementgroupinc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $107,377,905 | 7 | August 26, 2022 |
| October 2023 | $103,353,022 | 4 | October 3, 2023 |
| October 2024 | $129,020,933 | 5 | March 26, 2024 |
| October 2025 | $155,678,906 | 5 | March 20, 2025 |
| October 2026 | $200,055,821 | 5 | June 15, 2026 |

Regulatory assets under management: $107,377,905 in the October 2022 data and $200,055,821 in the October 2026 data, up 86%.
Total employees: 7 in October 2022 and 5 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $155,678,906 to $200,055,821 (+29%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Asset Management Group (CRD 319444): Form ADV filing data as of October 2026.