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AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")

CRD 161853File 801-74530
APPROVED
Filing as of Mar 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$21.32B
Top 10% of cohort (national)
Discretionary AUM
$21.32B
Clients
45
45 accounts
Employees
25
Top 10% of cohort in OH

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
Mar 14, 2012
Principal office
301 EAST FOURTH STREET, 38TH FLOOR, CINCINNATI, OH, 45202
Phone
(513) 579-2121

Assets & accounts

ADV Item 5F
Total regulatory AUM
$21.32B
Discretionary AUM
$21.32B
Non-discretionary AUM
$0
Discretionary accounts
45
Non-discretionary accounts
0
Total accounts
45
AUM per client
$473.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
Insurance companies31$17.18B
Pooled investment vehicles14$4.14B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

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.