SourcingSourcing

AMI ASSET MANAGEMENT CORP

C48
CRD 110291·SEC 801-47318·LOS ANGELES, CA
AUM
$1.93B
$1B+
Est. Revenue
$19.3M
@ 1% on AUM
Est. EBITDA
$5.8M
@ 30% margin
Est. Deal Value
$46.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AMI ASSET MANAGEMENT CORP
CRD
110291
SEC file #
801-47318
EIN
954446454
DBA names
—

Economics

AUM
$1.93B
AUM band
$1B+
AUM trajectory
'20'26
$1.68B → $1.93B▲ +14%
Client mix
Individuals Other726
Individuals High Net Worth387
Pension Profit Sharing Plans68
Corporations25
Charitable Organizations13

Operations

Employees (total)
13
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
10 advisors → 9 advisors▼ -10%
Primary office
LOS ANGELES CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
11/14/2025
ADV-W filed at
—
Website
amiassetmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HUMISTON, MATTHEW, TOD
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
HUMISTON, MATTHEW, TOD
TANNER, WILLIAM, HOWARD
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
ok
Rdap Domain
AMIASSETMANAGEMENT.COM
Rdap Domain Creation Date
2001-09-26T18:35:06Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
76,494
Form 5500 Compensation Trajectory 3y
202576,494
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
76,494
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0001369702
Edgar Registered
Yes
Edgar Filing Count
86
Edgar First Filing Date
2006-07-31
Edgar Last Filing Date
2026-04-23
Edgar 13f Count
82
Edgar 13f Latest AUM Estimate
Filing Date2026-04-23
Accession0001369702-26-000008

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
10866 WILSHIRE BLVD STE 770LOS ANGELES, CA 90024
Business
10866 WILSHIRE BLVD STE 770LOS ANGELES, CA 90024
Edgar EIN
954446454
Edgar Recent Filings
13F-HR2026-04-23 · 0001369702-26-000008
13F-HR2026-01-23 · 0001369702-26-000003
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-26T18:35:06Z
Rdap Domain Last Changed
2024-08-27T08:06:26Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4544190
Trust Company Affiliate
No

People (9)

9
HUMISTON, MATTHEW, TOD
IAR · Direct Owner · 37.5%
4544190
TANNER, WILLIAM, HOWARD
IAR · Direct Owner · 37.5%
4388542
MAINSTAIN, PETER
IAR · Direct Owner · 17.5%
4388544
SESSING, CHRISTIAN, RUSSEL
IAR · Direct Owner · 7.5%
2317088
KIM, KATHARINE
IAR · Executive Officer · 2.5%
4417008
ZAMFOTIS, ANDREW, STEVEN
IAR · Executive Officer · 2.5%
2929430
Richard Mark Schimbor
IAR
7739927
DANIEL T. SCHNIEDWIND
IAR
5920056
Andrew B. Kim
IAR
8186161