Asset manager · Cincinnati, OH
American Money Management Corporation ("ammc")
SEC-registered investment adviser · CRD 161853 · SEC 801-74530
At a glance
American Money Management Corporation ("ammc") is an SEC-registered investment adviser based in Cincinnati, Ohio, with $21.3 billion in regulatory assets under management as of its Form ADV filed March 4, 2026. Its largest client group by assets is insurance companies. By Form ADV it is a asset manager, ranked 359th of 3,218 asset managers and 835th of 17,210 SEC-registered advisers by assets.
Main office 513-579-2121LinkedInAs filed on Form ADV
- Regulatory AUM
- $21B
- Rank among asset managers
- #359 of 3,218
- Rank among all SEC RIAs
- #835 of 17,210
- Rank in Ohio
- #14 of 403
- Clients
- 45
- Accounts
- 45
- Discretionary
- 100% of AUM
- Employees
- 25
- Advisory staff
- 22
- Offices
- 1
Owners and executives on its Form ADV
- Jason J. ManeyExecutive Vice President
- David P. MeyerSenior Vice President
- Thomas J. KeitelSenior Vice President
- John S. FrondutiSenior Vice President and Chief Compliance Officer
- Patrick J. ByrneSenior Vice President
- David J. DickmanSenior Vice President
- Joseph A. HaverkampSenior Vice President
- Jeffrey D. GoehringSenior Vice President
- John B. BerdingPresident
- Chester M. EngSenior Vice President
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Insurance companies | 31 | $17B | 81% |
| Pooled investment vehicles | 14 | $4.1B | 19% |
Private funds
American Money Management Corporation ("ammc") reports 14 private funds with $4.1B in gross assets: securitized asset funds (Form ADV Item 7.B).
Disciplinary disclosures
American Money Management Corporation ("ammc") reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on American Money Management Corporation ("ammc")
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 406 peers of its type and size
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- Owners and executives, with titles and stakes
- 10 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does American Money Management Corporation ("ammc") manage?
American Money Management Corporation ("ammc") reports $21.3 billion in regulatory assets under management across 45 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 4, 2026.
What kind of firm is American Money Management Corporation ("ammc")?
American Money Management Corporation ("ammc") is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
Who are American Money Management Corporation ("ammc")’s clients?
By assets, its largest client types are insurance companies ($17.2 billion, 31 clients); pooled investment vehicles ($4.1 billion, 14 clients).
Does American Money Management Corporation ("ammc") manage private funds?
Yes. It reports 14 private funds with $4.1 billion in gross assets, including securitized asset funds.
Does American Money Management Corporation ("ammc") have any disciplinary history?
American Money Management Corporation ("ammc") reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is American Money Management Corporation ("ammc")’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-04), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →