# I AM, Inc.

> I AM, Inc. is a state-registered investment advisory firm, registered since 2009, with no regulatory assets under management reported in its Form ADV filing dated January 8, 2026.

- CRD: 149501
- Filed as: I AM, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: January 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149501
- AdvisorCensus page: https://advisorcensus.com/firm/i-am-inc-149501

## Quick answers

**How is I AM, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), I AM, Inc. reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is I AM, Inc. registered with the SEC or a state?**
I AM, Inc. is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 149501.

**What types of clients does I AM, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44); high net worth individuals (4); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Does I AM, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149501

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $0 |
| High net worth individuals | 4 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2009 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 4iam.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. I AM, Inc. (CRD 149501): Form ADV filing data as of October 2026.