AMI INVESTMENT MANAGEMENT INC

RIASEC RegisteredEst. 1995

Total AUM

$964M

Discretionary

$964M

100% of AUM

Avg account

$1.3M

Accounts

764

Employees

Advisory reps

Firm details

Headquarters: KENDALLVILLE, Indiana
CRD number: 106321
Registered since: June 9, 1995
Website: amiinvestment.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Charitable Organizations64.85%
HNWI23.98%
Individuals8.72%
Corporations / Businesses1.49%
State / Municipal Government0.95%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

AMI Investment Management Inc is an independent, owner-operated registered investment adviser that has been operating since 1995. The firm serves both individual and institutional clients with a mix of financial planning, discretionary portfolio management and pension consulting. Investment activity shows a clear preference for equities, with a sizable allocation to exchange-traded instruments and index-oriented strategies; the firm is not an active ESG investor. Client relationships are handled under a multi-fee model — percentage of AUM, hourly charges and fixed fees — which supports both ongoing advisory mandates and one-off planning engagements. Portfolio management covers individuals and small businesses as well as larger institutional clients, and the adviser uses third-party mutual funds and ETFs alongside separately managed asset allocations and alternative holdings.