KENDALLVILLE, INCRD 106321Latest ADV March 24, 2026
Ami Investment Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Kendallville, IN. Its latest Form ADV filing, dated March 24, 2026, reports $964M in regulatory assets under management, 6 employees, and 764 accounts.
Assets Under Management
$964M
Employees
6
Offices
--
Total Clients
315
Primary office
KENDALLVILLE, IN
710 N KRUEGER STREET, KENDALLVILLE, IN, United States
Top client segmentIndividuals represent 74.3% of total clients.
Top client categories% of clientsClients
1
Individuals
74.3%
234
2
HNWI
18.7%
59
3
Charitable
5.1%
16
4
Corporations
1.9%
6
Categories with <5 clients
NON INCORPORATED ASSOCIATION<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$964Mas of March 24, 2026
Discretionary100.0%
$964M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$964M
Total Accounts764
10Y AUM Change+$521M (+117.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee53:1
10Y Employee Change+1 (+20.0%)
* 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.