# Asset Management Group Investment Corp.

> Asset Management Group Investment Corp. is an SEC-registered investment advisory firm in Greenwood Village, CO, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated December 24, 2025.

- CRD: 168369
- Filed as: ASSET MANAGEMENT GROUP INVESTMENT CORP.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwood Village, CO
- Filing period: October 2026
- Form ADV filing dated: December 24, 2025
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168369
- AdvisorCensus page: https://advisorcensus.com/firm/asset-management-group-investment-corp-greenwood-village-co-168369

## Quick answers

**How is Asset Management Group Investment Corp. compensated?**
On its Form ADV (Item 5.E, October 2026), Asset Management Group Investment Corp. reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Asset Management Group Investment Corp. located?**
Asset Management Group Investment Corp.'s principal office is in Greenwood Village, CO, according to its Form ADV.

**Is Asset Management Group Investment Corp. registered with the SEC or a state?**
Asset Management Group Investment Corp. is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 168369.

**How much does Asset Management Group Investment Corp. manage?**
Asset Management Group Investment Corp. reports $151,216,832 in regulatory assets under management in its Form ADV filing dated December 24, 2025 (100% discretionary).

**How have Asset Management Group Investment Corp.'s assets and staff changed since 2021?**
In the Form ADV data for Asset Management Group Investment Corp.: Regulatory assets under management: $259,147,255 in the October 2021 data and $151,216,832 in the October 2026 data, down 42%. Total employees: 2 in October 2021 and 2 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 Investment Corp. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (18).

**Does Asset Management Group Investment Corp. 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/168369

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $151,216,832
- Discretionary: $151,216,832
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 18 | $151,216,832 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $259,147,255 | 2 | December 24, 2020 |
| October 2022 | $288,690,640 | 2 | December 23, 2021 |
| October 2023 | $207,568,472 | 2 | January 3, 2023 |
| October 2024 | $189,469,180 | 2 | December 22, 2023 |
| October 2025 | $164,262,329 | 2 | December 19, 2024 |
| October 2026 | $151,216,832 | 2 | December 24, 2025 |

Regulatory assets under management: $259,147,255 in the October 2021 data and $151,216,832 in the October 2026 data, down 42%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Asset Management Group Investment Corp. (CRD 168369): Form ADV filing data as of October 2026.