AMI Investment Management Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$963,593,785
This total excludes 22 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
293
20% high-net worth
Total advisors
4
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
73
Average account size
$3,288,716
About
AMI Investment Management is a management‑owned registered investment adviser that provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, corporations and state or municipal government clients. Services include development of investment policy statements, portfolio construction across equities and fixed income, selection of external managers, and implementation oversight.
The firm employs a bottom‑up, fundamental, value‑oriented investment approach with a long‑term emphasis and generally manages accounts according to strategic policy allocations. Portfolios commonly feature concentrated equity holdings (generally 10–30 stocks), diversified investment‑grade fixed income with active duration management, and selective use of external managers or private structures only with client approval.
AMI manages roughly $964 million in assets across four advisors — about $240 million per advisor, a level of AUM per advisor that is uncommon among similar team firms. Distinctive operational features include a long operating history (founded in 1995), management ownership, the firm’s practice of not voting client proxies since 2016, and the routine inclusion of financial planning as part of its core advisory relationship.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Private / alternative investments
Real estate investing
Fee options
Fixed retainer fees for financial planning services based on complexity, generally up to $5,000.
$0 - $2.5 million: 1.0% $2.5 million - $5 million: 0.80% $5 million - $10 million: 0.60% $10 million+: 0.40%
Fee-only: Fixed retainers for financial planning generally do not exceed $5,000, billed quarterly; fees may be higher for complex cases.
Main office location
AMI Investment Management Inc
710 N Krueger Street
Kendallville IN 46755, United States
Number of offices
1
Most active in
AMI Investment Management Inc has reported serving >5 clients in these states in the last 12 months.
Florida · Indiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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