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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 Oct 1, 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
- Website
- HTTP://WWW.BRANDAMG.COM
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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 319 | 355 | increased by36 |
| Mar 1, 2026 | AUM | $930,350,775 | $1,174,395,273 | increased by$244,044,498 |
| Mar 1, 2026 | Accounts | 1,606 | 1,795 | increased by189 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 20 | 22 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 20 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 221 | 319 | increased by98 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $858,933,637 | $930,350,775 | increased by$71,417,138 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,298 | 1,606 | increased by308 |
| Apr 1, 2022 | Clients | 199 | 221 | increased by22 |
| Apr 1, 2022 | AUM | $707,599,236 | $858,933,637 | increased by$151,334,401 |
| Apr 1, 2022 | Accounts | 1,169 | 1,298 | increased by129 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRAND ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRAND ASSET” may also match similarly-named firms). Confirm identity against each filing.
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.