# Asset Management Group, Inc.

> Asset Management Group, Inc. is an SEC-registered investment advisory firm in Stamford, CT, registered since 1998, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 110116
- Filed as: ASSET MANAGEMENT GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stamford, CT
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110116
- AdvisorCensus page: https://advisorcensus.com/firm/asset-management-group-inc-stamford-ct-110116

## Quick answers

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

**How much does Asset Management Group, Inc. charge?**
Its Form ADV Part 2A brochure dated March 4, 2026 states: Hourly rate: $925 an hour (specific module and/or consulting services — Senior Financial Adviser). Fees can differ by service and may be negotiable; the brochure is the complete statement.

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

**Is Asset Management Group, Inc. registered with the SEC or a state?**
Asset Management Group, Inc. is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 110116.

**How much does Asset Management Group, Inc. manage?**
Asset Management Group, Inc. reports $898,343,327 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**How have Asset Management Group, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Asset Management Group, Inc.: Regulatory assets under management: $595,964,798 in the October 2021 data and $898,343,327 in the October 2026 data, up 51%. 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.

**What types of clients does Asset Management Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (156); high net worth individuals (98); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Which custodians does Asset Management Group, Inc. use?**
Asset 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 Asset 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/110116

**What changed in Asset Management Group, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $804,479,043 to $898,343,327 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Hourly rate: $925 an hour (specific module and/or consulting services — Senior Financial Adviser)

> Fees for any specific module and/or consulting services will be billed at an hourly rate determined by most effective use of personnel at the following rates: • Senior Financial Adviser $925/hour

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: $898,343,327
- Discretionary: $898,343,327
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 156 | $73,736,884 |
| High net worth individuals | 98 | $796,738,677 |
| 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) | 8 | $3,581,576 |
| 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 | 2 | $24,286,190 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 1998 (28 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, GA, IL, MA, MD, NC, NH, NJ, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- amgplanning.com
- amgplanning.wordpress.com
- Facebook @AMGPlanning
- LinkedIn @ASSET-MANAGEMENT-GROUP-INC.
- LinkedIn @275821
- X @AMGplanning

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $595,964,798 | 5 | July 23, 2021 |
| October 2022 | $704,164,743 | 5 | June 23, 2022 |
| October 2023 | $590,748,005 | 5 | March 28, 2023 |
| October 2024 | $695,507,968 | 6 | February 23, 2024 |
| October 2025 | $804,479,043 | 6 | March 13, 2025 |
| October 2026 | $898,343,327 | 6 | March 4, 2026 |

Regulatory assets under management: $595,964,798 in the October 2021 data and $898,343,327 in the October 2026 data, up 51%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $804,479,043 to $898,343,327 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Asset Management Group, Inc. (CRD 110116): Form ADV filing data as of October 2026.