Wealth manager, independent · Chesterfield, MO
Brand Asset Management Group, Inc.
SEC-registered investment adviser · CRD 106162 · SEC 801-41031
At a glance
Brand Asset Management Group, Inc. is an SEC-registered investment adviser based in Chesterfield, Missouri, with $1.2B in regulatory assets under management as of its Form ADV filed February 12, 2026. It reports 355 individual clients, 89 of them high-net-worth, holding an average of about $3.2 million each, and 22 employees. That ranks it 934th among the nation’s 5,657 independent wealth management RIAs and 21st of 92 in Missouri. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab.
Main office 636-532-7333brandamg.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among independent wealth managers
- #934 of 5,657
- Rank among all SEC RIAs
- #4,905 of 17,210
- Rank in Missouri
- #21 of 92
- Individual clients
- 355
- High-net-worth clients
- 89
- Accounts
- 1,795
- Discretionary
- 97% of AUM
- Employees
- 22
- Advisory staff
- 15
- Offices
- 2
Owners and executives on its Form ADV
- Todd H. BrandPresident
- Phillip A. DanielsChief Operating Officer
- Sara E. SmithDirector of Operations
- Timothy C EgartExecutive Vice President
- Ryan C. GreenOwner
- Roseann HigginsChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Brand Asset Management Group, Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 89 | $706M | 60% |
| Individuals | 266 | $435M | 37% |
| Corporations or other businesses | – | $17M | 1% |
| Charitable organizations | – | $9M | <1% |
| Pension and profit sharing plans | – | $8M | <1% |
Disciplinary disclosures
Brand Asset Management Group, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗brandamg.com ↗
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- Assets, accounts, clients and staff, ten years of filings
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- 6 namedLocked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Missouri
All of Missouri →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Anderson Hoagland & CoSt Louis | $1.4B | 136 |
| Syntegra Private Wealth Group LLCChesterfield | $1.4B | 2,112 |
| Hill Investment GroupSt. Louis | $1.3B | 380 |
| Meramec Financial Planners, LLCClayton | $1.1B | 450 |
| IFG Advisors, LLCSt. Louis | $1.0B | 566 |
Background
Questions
How much does Brand Asset Management Group, Inc. manage?
Brand Asset Management Group, Inc. reports $1.2B in regulatory assets under management across 1,795 accounts, 97% of it on a discretionary basis, on its Form ADV filed February 12, 2026.
How many clients does Brand Asset Management Group, Inc. have?
It reports 355 individual clients: 89 high-net-worth individuals and 266 other individuals. Individuals account for about 97% of its regulatory assets.
Where is Brand Asset Management Group, Inc. headquartered?
Its main office is in Chesterfield, Missouri. It reports 2 offices in total and 22 employees, 15 of whom perform investment advisory functions.
How does Brand Asset Management Group, Inc. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Brand Asset Management Group, Inc. use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab. On Schedule D of its Form ADV filed February 12, 2026, it reports these amounts held: Fidelity ($548M); Charles Schwab ($531M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Brand Asset Management Group, Inc. a hybrid RIA with a broker-dealer?
Brand Asset Management Group, Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Brand Asset Management Group, Inc. a fiduciary?
As an SEC-registered investment adviser, Brand Asset Management Group, Inc. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Brand Asset Management Group, Inc.’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 (2026-02-12), 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). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. 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 →