Asset Management Group

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Client assets under management

$200,055,821

Clients

372

16% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

124

Very High

Average account size

$537,784

About

Asset Management Group serves individuals and families — including high‑earners and high‑net‑worth households — as well as business entities, trusts, estates, and retirement plans. The firm offers discretionary portfolio management, comprehensive financial planning, and a suite of business‑owner advisory services delivered through tiered memberships and project‑based engagements.

AMG implements investment management primarily through sub‑advisers and model portfolios (including use of OPS’ Strategist program), applying asset‑allocation models and ongoing rebalancing tailored to each client’s objectives and risk profile. The firm pairs investment management with planning‑first offerings that emphasize tax‑aware coordination and annual reviews for clients who opt into Advanced or Private Client memberships.

Distinctive features disclosed in the brochure include affiliations with licensed insurance agencies (Andrew Nida, LLC and Senior Care Solutions, LLC) and dually licensed associated persons who may sell insurance products and receive commissions, a potential conflict of interest the firm discloses. AMG also offers an uncommon full‑service operating system for business owners that can include accounting workflow, tax returns, payroll, and retirement plan governance alongside investment advice, reflecting broader operational services than many peers.

Client services

Financial planning Portfolio management

Expertise

Tax strategies for small businesses Business exit / sale strategy Charitable giving & philanthropy Multi-state taxation General tax planning

Occupation focus

Founder/Business Owner

Fee options

Fixed

One-time financial planning setup fees ranging from $5,000 to $7,500; fixed fees for Strategic Advisory project-based services ranging from $2,500 to $20,000

Percentage

Up to 1.85% annually of Assets Under Management

Commissions

Commission-based compensation earned from insurance product sales by affiliated insurance agents

Subscriptions

Monthly subscription fees: $200/month for Advanced Membership; $300/month for Private Client Membership; $2,000/month for Advisory Operating System and Coordination; $3,500/month for Full-Service Operating System and Team

Other

Account minimum: $250,000

Main office location

Asset Management Group

106 North Bartow Street

Cartersville GA 30120, United States

Number of offices

Most active in

Alabama · Florida · Georgia · Louisiana · Tennessee · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 678-792-5855

Advisors at this firm

Moise P

Series 63, Series 65

Cartersville, GA

Asset Management Group

Moise Piram is a financial advisor with Asset Management Group in Cartersville, GA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior work includes roles at FOUNDATIONS INVESTMENT ADVISORS, MML Investors Services, LLC, and MassMutual Life Insurance Company. He is also active as an independent insurance agent, involved in the sale of various insurance products. Asset Management Group provides advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses third-party model portfolios and subadvisers to implement client strategies, managing portfolios on a discretionary basis tailored to client objectives and risk tolerances.

Tax strategies for small businesses Business exit / sale strategy Charitable giving & philanthropy Multi-state taxation General tax planning Founder/Business Owner

Andrew N

Series 63, Series 65

Cartersville, GA

Asset Management Group

Andrew Nida is a financial advisor with Asset Management Group in Cartersville, GA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He is also president and CEO of Senior Care Solutions, a health insurance agency focused on seniors aged 65 and older. His background includes roles at Foundations Investment Advisors LLC and multiple investment-related businesses. Asset Management Group provides advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs third-party model portfolios and subadvisers to implement client strategies, offering discretionary portfolio management and financial planning tailored to client objectives and risk tolerances.

Tax strategies for small businesses Business exit / sale strategy Charitable giving & philanthropy Multi-state taxation General tax planning Founder/Business Owner

Shelly B

Series 65

Cartersville, GA

Asset Management Group

Shelly Brockman is a financial advisor at Asset Management Group with four years of industry experience. She holds a Series 65 designation and previously worked at Potomac Fund Management and Fourlane. Asset Management Group provides advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm primarily uses third-party model portfolios and subadvisers to implement client strategies, offering discretionary portfolio management and financial planning tailored to client objectives and risk tolerances.

Tax strategies for small businesses Business exit / sale strategy Charitable giving & philanthropy Multi-state taxation General tax planning Founder/Business Owner

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