SourcingSourcing

BRAND ASSET MANAGEMENT GROUP, INC.

C34
CRD 106162·SEC 801-41031·CHESTERFIELD, MO
AUM
$1.17B
$1B+
Est. Revenue
$11.7M
@ 1% on AUM
Est. EBITDA
$3.5M
@ 30% margin
Est. Deal Value
$28.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRAND ASSET MANAGEMENT GROUP, INC.
CRD
106162
SEC file #
801-41031
EIN
431601121
DBA names
—

Economics

AUM
$1.17B
AUM band
$1B+
AUM trajectory
'20'26
$531.7M → $1.17B▲ +121%
Client mix
Individuals Other266
Individuals High Net Worth89

Operations

Employees (total)
22
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'20'26
6 advisors → 15 advisors▲ +150%
Primary office
CHESTERFIELD MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/12/2026
ADV-W filed at
—
Website
linkedin.com/company/brand-asset-management-group(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRAND DYNASTY TRUST
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
BRAND DYNASTY TRUST
DANIELS, PHILLIP, ANDREW
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
33,919
Form 5500 Compensation Trajectory 3y
202533,919
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
33,919
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001748766
Edgar Registered
Yes
Edgar Filing Count
35
Edgar First Filing Date
2018-08-08
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
33
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0001765380-26-000198

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
16
Bc Firm IAR Count
16
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
16090 SWINGLEY RIDGE ROADSUITE 620CHESTERFIELD, MO 63017
Business
16090 SWINGLEY RIDGE ROADSUITE 620CHESTERFIELD, MO 63017
Edgar EIN
431601121
Edgar Recent Filings
13F-HR2026-05-11 · 0001765380-26-000198
13F-HR2026-02-11 · 0001765380-26-000102
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (18)

18
DANIELS, PHILLIP, ANDREW
IAR · Direct Owner · 17.5%
2220724
GREEN, RYAN, CHRISTOPHER
IAR · Direct Owner · 7.5%
5659936
EGART, TIMOTHY, C
IAR · Direct Owner · 7.5%
6501018
BRAND, TODD, HARRIS
IAR · Executive Officer · 2.5%
2275473
SMITH, SARA, E.
Executive Officer · 2.5%
5493151
HIGGINS, ROSEANN
Executive Officer · 2.5%
2300684
Mason Henry Davitt
IAR
7998865
Kevin T York
IAR
6823329
RIDDLE, JOHN, RAY
IAR
2733584
JAEGER, MARK, FREDERICK
IAR
4730811
Damaris W Gingerich
IAR
7129700
Mikaela Lauren Hodges
IAR
7583429
W Clifford Aque
IAR
2976943
Andrew Chalmers Smith
IAR
8164013
James C Blake
IAR
6789458
Samuel Welch Hunsicker
IAR
7283960
Ariel Love Cabello
IAR
7881240
Kaleb Stuart Doyle
IAR
7160578