AMI ASSET MANAGEMENT CORP

CRD 110291File 801-47318

APPROVED

Retail clients

Custody

Filing as of Jul 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.93B

Top 25% of cohort (national)

Discretionary AUM

$1.93B

Clients

1,221

1,221 accounts

Employees

Top 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Aug 23, 1994
Principal office: 10866 WILSHIRE BLVD., STE 770, LOS ANGELES, CA, 90024
Phone: 424 320-4000
Website: HTTP://WWW.AMIASSETMANAGEMENT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.93B
Discretionary AUM: $1.93B
Non-discretionary AUM: $0
Discretionary accounts: 1,221
Non-discretionary accounts: 0
Total accounts: 1,221
AUM per client: $1.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	25	$165.2M
Charitable organizations	13	$65.0M
High net worth individuals	387	$1.32B
Pooled investment vehicles	2	$18.6M
Pension and profit sharing plans	68	$89.1M
Individuals (other than high net worth individuals)	726	$270.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for businesses
Portfolio management for pooled investment vehicles
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 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.