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SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC

C26
CRD 321109·SEC 801-125868·WEST DES MOINES, IA
AUM
$122.05B
$1B+
Est. Revenue
$1.22B
@ 1% on AUM
Est. EBITDA
$366.1M
@ 30% margin
Est. Deal Value
$2.93B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC
CRD
321109
SEC file #
801-125868
EIN
—
DBA names
—

Economics

AUM
$122.05B
AUM band
$1B+
AUM trajectory
'23'26
$5.76B → $122.05B▲ +2018%
Client mix
Corporations7
Insurance Companies2

Operations

Employees (total)
60
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'23'26
6 advisors → 5 advisors▼ -17%
Primary office
WEST DES MOINES IA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SAMMONS FINANCIAL GROUP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
SAMMONS FINANCIAL GROUP
AGNEW, BRETT, LEE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fee Schedule
Bracket Vi63
Bracket Iii10
Bracket X10
Bracket Iv6
Bracket Viii4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (4)

4
AGNEW, BRETT, LEE
Executive Officer · 2.5%
3211821
EDSEN, DANIEL, EDWARD
Executive Officer · 2.5%
6170133
Snyder, Daniel, Johnsten
Executive Officer · 2.5%
7568092
Turabelidze, Sergi, G
Executive Officer · 2.5%
6110591