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ADVISORS MANAGEMENT GROUP INC

CRD 113020File 801-33545
APPROVED
Retail clients
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$819.6M
Above cohort median (national)
Discretionary AUM
$806.9M
Non-discretionary $12.7M
Clients
1,918
4,960 accounts
Employees
17
Above cohort median in WI

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
Feb 13, 1989
Principal office
505 KING ST STE 208, LA CROSSE, WI, 54601
Phone
608-782-0200

Assets & accounts

ADV Item 5F
Total regulatory AUM
$819.6M
Discretionary AUM
$806.9M
Non-discretionary AUM
$12.7M
Discretionary accounts
4,903
Non-discretionary accounts
57
Total accounts
4,960
AUM per client
$427K

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizations5$127K
Other investment advisers1$83
High net worth individuals105$274.3M
Individuals (other than high net worth individuals)1,807$545.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Other 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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.