CARTERSVILLE, GACRD 319444Latest ADV March 31, 2026
Asset Management Group is an SEC registered investment adviser organized as a corporation with a primary office location in Cartersville, GA. Its latest Form ADV filing, dated March 31, 2026, reports $200M in regulatory assets under management, 5 employees, and 1,808 accounts.
Assets Under Management
$200M
Employees
5
Offices
--
Total Clients
372
Primary office
CARTERSVILLE, GA
106 NORTH BARTOW STREET, CARTERSVILLE, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.4% of total clients.
Top client categories% of clientsClients
1
Individuals
84.4%
314
2
HNWI
15.6%
58
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$200Mas of March 31, 2026
Discretionary100.0%
$200M
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$200M
Total Accounts1,808
10Y AUM Change+$200M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee74:1
10Y Employee Change-2 (-28.6%)
* 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.