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BRAND ASSET MANAGEMENT GROUP, INC.
CRD 106162File 801-41031
APPROVED
Retail clients
Custody
Filing as of Feb 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.17B
Above cohort median (national)
Discretionary AUM
$1.14B
Non-discretionary $30.9M
Clients
355
1,795 accounts
Employees
22
Above cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 16, 1992
- Principal office
- 16090 SWINGLEY RIDGE ROAD, STE 620, CHESTERFIELD, MO, 63017
- Phone
- 636-532-7333
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.17B
- Discretionary AUM
- $1.14B
- Non-discretionary AUM
- $30.9M
- Discretionary accounts
- 1,781
- Non-discretionary accounts
- 14
- Total accounts
- 1,795
- AUM per client
- $3.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $17.0M |
| Charitable organizations | Fewer than 5 | $8.6M |
| High net worth individuals | 89 | $706.5M |
| Pension and profit sharing plans | Fewer than 5 | $7.8M |
| Individuals (other than high net worth individuals) | 266 | $434.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.