Asset Management Corporation
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$108,177,830
Clients
54
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
54
HighAverage account size
$2,003,293
About
Asset Management Corporation provides investment advisory services to individuals, retirement accounts, trusts, and high‑net‑worth clients, offering tailored portfolio management and ongoing recommendations. The firm reports approximately $108 million in assets under management and advises on U.S. growth and growth‑and‑income stocks, bonds, CDs, and money‑market instruments.
The firm’s process is individualized and emphasizes asset allocation through a top‑down review of economic and market trends, with security selection informed by those views and each client’s goals and risk tolerance. Asset Management Corporation operates primarily on a non‑discretionary basis, requiring client approval for recommended transactions and executing orders individually rather than through block trading.
Operationally the firm differs from many peers in that all reported AUM is non‑discretionary and the adviser does not vote client proxies, leaving voting responsibility to account owners. It provides quarterly portfolio review reports with written recommendations, typically recommends a national custodian (Charles Schwab) while allowing client choice, maintains a stated $1,000,000 minimum (waivable), and does not charge performance‑based fees.
Client services
Portfolio management
Expertise
Wealth management
Fee options
$0 - $1,000,000: 0.70% annually $1,000,001 - $2,000,000: 0.60% annually $2,000,001 - $3,000,000: 0.50% annually $3,000,001 - $4,000,000: 0.40% annually $4,000,001 - $5,000,000: 0.30% annually $5,000,001 - $6,000,000: 0.20% annually $6,000,001+: 0.10% annually
$500 per hour (no longer offered for investment advisory services)
Account minimum: $1,000,000
Most active in
Asset Management Corporation has reported serving >5 clients in these states in the last 12 months.
Kentucky · 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.
Forms ADV
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