Wealth Manager
    SEC Registered
    Manages Private Funds

    Ami Investment Management Inc

    Registered investment advisor · Kendallville, Indiana · CRD #106321

    Assets Under Management
    $964M
    Client Accounts
    764
    Employees
    6
    CRD Number
    106321
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Ami Investment Management Inc

    AMI Investment Management Inc. is an independent Registered Investment Advisor founded in 1995, offering tailored financial services and investment advisory to individuals and institutions. It operates with a small team and emphasizes client-first principles. The firm is based in Indiana.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Ami Investment Management Inc

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    Frequently Asked Questions

    What is Ami Investment Management Inc's AUM?

    Ami Investment Management Inc reports approximately $964M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Ami Investment Management Inc headquartered?

    Ami Investment Management Inc is headquartered in Kendallville, Indiana.

    What is Ami Investment Management Inc's CRD number?

    Ami Investment Management Inc's CRD number is 106321. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Ami Investment Management Inc manage?

    Ami Investment Management Inc manages approximately 764 client accounts according to its latest SEC filing.

    Is Ami Investment Management Inc SEC registered?

    Yes, Ami Investment Management Inc is registered with the SEC as an investment adviser with an approved registration status.

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