SourcingSourcing

ADVISORS MANAGEMENT GROUP INC

B52
CRD 113020·SEC 801-33545·LA CROSSE, WI
AUM
$819.6M
$500M-$1B
Est. Revenue
$8.2M
@ 1% on AUM
Est. EBITDA
$2.5M
@ 30% margin
Est. Deal Value
$19.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ADVISORS MANAGEMENT GROUP INC
CRD
113020
SEC file #
801-33545
EIN
411619602
DBA names
—

Economics

AUM
$819.6M
AUM band
$500M-$1B
AUM trajectory
'20'26
$395.2M → $819.6M▲ +107%
Client mix
Individuals Other1,807
Individuals High Net Worth105
Charitable Organizations5
Other Investment Advisers1

Operations

Employees (total)
17
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
10 advisors → 12 advisors▲ +20%
Primary office
LA CROSSE WI
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
advisorsmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DEETS, ROGER, DALE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
DEETS, ROGER, DALE
AMG STOCK OWNERSHIP TRUST
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
ADVISORSMANAGEMENT.COM
Rdap Domain Creation Date
1999-08-18T05:39:22Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Wild West Domains, 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 Participants
27
Form 5500 Total Compensation
55,330
Form 5500 Compensation Trajectory 3y
202555,330
20240
Form 5500 Plan Count Trajectory 3y
20252
20241
Schedule C Total Compensation
55,330
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0000842766
Edgar Registered
Yes
Edgar Filing Count
44
Edgar First Filing Date
2016-02-17
Edgar Last Filing Date
2026-05-01
Edgar 13f Count
42
Edgar 13f Latest AUM Estimate
Filing Date2026-05-01
Accession0000842766-26-000003

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
12
Bc Firm IAR Count
12
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
505 KING ST STE 208LA CROSSE, WI 54601
Business
505 KING ST STE 208LA CROSSE, WI 54601
Edgar EIN
411619602
Edgar Recent Filings
13F-HR2026-05-01 · 0000842766-26-000003
13F-HR2026-01-14 · 0000842766-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-18T05:39:22Z
Rdap Domain Last Changed
2025-08-19T16:14:54Z
Rdap Nameservers
Pdns11.domaincontrol.comPdns12.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1022210
Trust Company Affiliate
No

People (12)

12
DEETS, ROGER, DALE
IAR · Direct Owner · 62.5%
1022210
DEETS, JULIE, LUCILLE
IAR · Executive Officer · 2.5%
1363608
DEETS, JENNIFER, NICOLE
IAR · Executive Officer · 2.5%
4667274
NICHOLAS JOHN LETTER
IAR
3204542
NATHAN MARSHALL DEETS
IAR
5160789
WARREN ALAN DEETS
IAR
5355845
ASHLEY JOANNE VEGA
IAR
6127834
LUKE SPINK
IAR
7889311
Maxwell Michael Harcey
IAR
7779749
Kate Marie Pederson
IAR
6898119
REBECCA LYN AGAMAITE
IAR
4997609
Shay Videll Benedict
IAR
7274218