⌕
Firm profile

Ami Investment Management Inc.

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOErica A. Gulick

Advisory services offered

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

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.