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Brand Asset Management Group, Inc.

● SEC registered since 1992CRD 106162SEC# 801-41031Chesterfield, MO
Export (members)
Reg. AUM
$1.17B
Employees
22
Accounts
1,795
Location
Chesterfield, MO

Brand Asset Management Group, Inc. assets under management

Brand Asset Management Group, Inc. operates as an SEC-registered investment adviser based in Chesterfield, MO. The firm has been registered since 1992. It reports $1.2 billion in regulatory assets under management and employs 22 people.

Brand Asset Management Group, Inc. owners & executives

10 reported
NameTitleOwnershipSince
Brand Dynasty Trust ControlTodd H Brand, Trustee50-75%2004
Phillip Andrew Daniels ControlChief Operating Officer10-25%2024
Roseann HigginsChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Brand Asset Management Group, Inc. manage?

Brand Asset Management Group, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Brand Asset Management Group, Inc. have?

Brand Asset Management Group, Inc. reports 22 employees.

Where is Brand Asset Management Group, Inc. located?

Brand Asset Management Group, Inc. is based in Chesterfield, MO and has been SEC-registered since 1992.

Does Brand Asset Management Group, Inc. disclose fund performance?

Brand Asset Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address16090 Swingley Ridge Road, Ste 620, Chesterfield, MO 63017
Phone636-532-7333
Fax636-532-2551
Office hours9:00 To 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.17B▲ 26%
Feb '25 — $930.4MMar '25 — $930.4MApr '25 — $930.4MMay '25 — $930.4MJun '25 — $930.4MJul '25 — $930.4MAug '25 — $930.4MSep '25 — $930.4MOct '25 — $930.4MNov '25 — $930.4MDec '25 — $930.4MJan '26 — $930.4MFeb '26 — $1.17BMar '26 — $1.17BApr '26 — $1.17BMay '26 — $1.17BJun '26 — $1.17B
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers

Assets under management

$1.17Bregulatory AUM
Discretionary $1.14BNon-discretionary $30.9M