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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 type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $127K |
| Other investment advisers | 1 | $83 |
| High net worth individuals | 105 | $274.3M |
| Individuals (other than high net worth individuals) | 1,807 | $545.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This 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.

