Advisors Management Group Inc is an SEC registered investment adviser organized as a corporation with a primary office location in La Crosse, WI. Its latest Form ADV filing, dated March 20, 2026, reports $820M in regulatory assets under management, 17 employees, 2 offices, and 4,960 accounts.
Top client segmentIndividuals represent 94.2% of total clients.
Top client categories% of clientsClients
1
Individuals
94.2%
1,807
2
HNWI
5.5%
105
3
Charitable
0.3%
5
4
Other Advisers
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$820Mas of March 20, 2026
Discretionary98.5%
$807M
98% of total RAUM98.5%
Non-discretionary1.5%
$13M
2% of total RAUM1.5%
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$820M
Total Accounts4,960
10Y AUM Change+$460M (+128.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee113:1
10Y Employee Change+3 (+21.4%)
* 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.