AMS CAPITAL MANAGEMENT LLC

Overview

AMS Capital Management LLC is an independent registered investment adviser organized as an LLC that focuses on fee-based wealth management for individuals, families and institutional clients. The firm leans toward equity-oriented portfolios, with exchange-traded equities representing the largest single asset allocation on its books. Service offerings extend beyond portfolio management to include financial planning, pension consulting for businesses and institutions, and publication of periodic client communications. AMS uses a mix of fee schedules — percentage of AUM as well as hourly and fixed-fee arrangements — and maintains an insurance company affiliation that complements its planning and product delivery. The firm operates primarily with non-discretionary mandates, which suggests a client-driven decision process for trades and strategy changes rather than full discretionary authority. AMS does not position itself as an ESG-focused investor.

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Public Holdings

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Location & Offices