# Brand Asset Management Group, Inc.

> Brand Asset Management Group, Inc. is an SEC-registered investment advisory firm in Chesterfield, MO, registered since 1992, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 106162
- Filed as: BRAND ASSET MANAGEMENT GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chesterfield, MO
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106162
- AdvisorCensus page: https://advisorcensus.com/firm/brand-asset-management-group-inc-chesterfield-mo-106162

## Quick answers

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

**Where is Brand Asset Management Group, Inc. located?**
Brand Asset Management Group, Inc.'s principal office is in Chesterfield, MO, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Brand Asset Management Group, Inc. registered with the SEC or a state?**
Brand Asset Management Group, Inc. is an SEC-registered investment advisory firm, registered since 1992. Status as filed: Approved. CRD 106162.

**How much does Brand Asset Management Group, Inc. manage?**
Brand Asset Management Group, Inc. reports $1,174,395,273 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (97% discretionary).

**How have Brand Asset Management Group, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Brand Asset Management Group, Inc.: Regulatory assets under management: $707,599,236 in the October 2021 data and $1,174,395,273 in the October 2026 data, up 66%. Total employees: 16 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Brand Asset Management Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (266); high net worth individuals (89).

**Which custodians does Brand Asset Management Group, Inc. use?**
Brand Asset Management Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Brand 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/106162

**What changed in Brand Asset Management Group, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 13 to 15. Regulatory assets under management went from $930,350,775 to $1,174,395,273 (+26%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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: $1,174,395,273
- Discretionary: $1,143,491,885
- Non-discretionary: $30,903,388

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 266 | $434,583,976 |
| High net worth individuals | 89 | $706,450,864 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $7,769,934 |
| Charitable organizations | Fewer than 5 | $8,613,215 |
| Corporations or other businesses not listed above | Fewer than 5 | $16,977,284 |

### Advisory services (Item 5.G)
- 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1992 (34 years)
- Employees: 22 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, FL, GA, IL, MI, MO, NY, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Castle Rock, CO

### Websites listed on Form ADV (Item 1.I)
- brandamg.com
- Facebook @BRANDAMG
- LinkedIn @BRAND-ASSET-MANAGEMENT-GROUP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $707,599,236 | 16 | July 13, 2021 |
| October 2022 | $858,933,637 | 16 | August 2, 2022 |
| October 2023 | $717,939,960 | 20 | August 14, 2023 |
| October 2024 | $833,986,290 | 20 | September 12, 2024 |
| October 2025 | $930,350,775 | 22 | June 12, 2025 |
| October 2026 | $1,174,395,273 | 22 | February 12, 2026 |

Regulatory assets under management: $707,599,236 in the October 2021 data and $1,174,395,273 in the October 2026 data, up 66%.
Total employees: 16 in October 2021 and 22 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 13 to 15.
- Regulatory assets under management went from $930,350,775 to $1,174,395,273 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brand Asset Management Group, Inc. (CRD 106162): Form ADV filing data as of October 2026.