AMI INVESTMENT MANAGEMENT INC

CRD 106321File 801-49335

APPROVED

Retail clients

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$963.6M

Above cohort median (national)

Discretionary AUM

$963.6M

Clients

315

764 accounts

Employees

Above cohort median in IN

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Jun 9, 1995
Principal office: 710 N KRUEGER STREET, KENDALLVILLE, IN, 46755
Phone: 260-347-1281
Website: HTTP://WWW.AMIINVESTMENT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $963.6M
Discretionary AUM: $963.6M
Non-discretionary AUM: $0
Discretionary accounts: 764
Non-discretionary accounts: 0
Total accounts: 764
AUM per client: $3.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$14.3M
Charitable organizations	16	$624.9M
High net worth individuals	59	$231.1M
State or municipal government entities	Fewer than 5	$9.1M
Individuals (other than high net worth individuals)	234	$84.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.