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AMI ASSET MANAGEMENT CORP
CRD 110291File 801-47318
APPROVED
Retail clients
Custody
Filing as of Jul 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.93B
Top 25% of cohort (national)
Discretionary AUM
$1.93B
Clients
1,221
1,221 accounts
Employees
13
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Employees | 14 | 13 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 1,278 | 1,221 | decreased by57 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,838,298,695 | $1,925,617,855 | increased by$87,319,160 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,278 | 1,221 | decreased by57 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 14 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,301 | 1,278 | decreased by23 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,069,498,100 | $1,838,298,695 | decreased by$231,199,405 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,303 | 1,278 | decreased by25 |
| Dec 1, 2021 | Clients | 1,242 | 1,301 | increased by59 |
| Dec 1, 2021 | AUM | $1,671,629,229 | $2,069,498,100 | increased by$397,868,871 |
| Dec 1, 2021 | Accounts | 1,245 | 1,303 | increased by58 |
| 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 “AMI ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AMI 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.