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BRAND ASSET MANAGEMENT GROUP, INC.

CHESTERFIELD, MO · CRD 106162 · IAPD ↗ · 636-532-7333

$1.17BRegulatory AUM
15Advisory reps
22Employees
0Clients
251-500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
March 2026 — BRAND ASSET MANAGEMENT GROUP, INC. crossed $1B in regulatory AUM ($930.4M -> $1.17B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
June 2025 — BRAND ASSET MANAGEMENT GROUP, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
June 2025 — BRAND ASSET MANAGEMENT GROUP, INC. grew from 10 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
March 2025 — BRAND ASSET MANAGEMENT GROUP, INC. notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
October 2024 — BRAND ASSET MANAGEMENT GROUP, INC. notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2024 — BRAND ASSET MANAGEMENT GROUP, INC. notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.