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ADVISORS MANAGEMENT GROUP INC
CRD 113020File 801-33545
APPROVED
Retail clients
Filing as of Mar 20, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,931 | 1,918 | decreased by13 |
| Apr 1, 2026 | AUM | $712,612,877 | $819,632,981 | increased by$107,020,104 |
| Apr 1, 2026 | Accounts | 4,862 | 4,960 | increased by98 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,788 | 1,931 | increased by143 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $576,041,191 | $712,612,877 | increased by$136,571,686 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,315 | 4,862 | increased by547 |
| Apr 1, 2022 | Employees | 16 | 17 | increased by1 |
| Apr 1, 2022 | Clients | 1,704 | 1,788 | increased by84 |
| Apr 1, 2022 | AUM | $485,253,435 | $576,041,191 | increased by$90,787,756 |
| Apr 1, 2022 | Accounts | 3,990 | 4,315 | increased by325 |
| 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 “ADVISORS MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADVISORS MANAGEMENT” 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.