Firm profile

BRAND ASSET MANAGEMENT GROUP, INC.

CHESTERFIELD, MOCRD 106162Latest ADV February 12, 2026

Brand Asset Management Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chesterfield, MO. Its latest Form ADV filing, dated February 12, 2026, reports $1.2B in regulatory assets under management, 22 employees, 1 office, and 1,795 accounts.

Assets Under Management
$1.2B
Employees
22
Offices
1 office
Total Clients
355
Primary office
CHESTERFIELD, MO
16090 SWINGLEY RIDGE ROAD, STE 620, CHESTERFIELD, MO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCORoseann Higgins
COOPhillip A. Daniels

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 74.9% of total clients.
Top client categories% of clientsClients
1
Individuals
74.9%
266
2
HNWI
25.1%
89
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.2Bas of February 12, 2026
Discretionary97.4%
$1.1B
97% of total RAUM97.4%
Non-discretionary2.6%
$31M
3% of total RAUM2.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$1.2B
Total Accounts1,795
10Y AUM Change+$563M (+92.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees22
Clients per Employee16:1
10Y Employee Change+15 (+214.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.