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⚲
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| AMI Investment Management Inc
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|
|
|---|---|
| CRD # | 106321 |
| SEC # | 801-49335 |
| CIK # | 0001122241 |
| AUM | $963.6 M (2026-03-24) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 260-347-1281 |
| Address | 710 N Krueger Street Kendallville, IN 46755 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 12.2 | ||
| Microsoft Corp | 9.9 | ||
| J P Morgan Chase & Co | 9.3 | ||
| Facebook Inc | 6.0 | ||
| Visa Inc | 5.7 | ||
| United Technologies Corp /DE/ | 5.7 | ||
| Johnson & Johnson | 5.3 | ||
| Lowes Companies Inc | 4.8 | ||
| Union Pacific Corp | 4.7 | ||
| Bank of America Corp /DE/ | 4.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 234 | 84.1 |
| (b) Individuals (high net worth individuals) | 59 | 231.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 16 | 624.9 |
| (i) State or municipal government entities | 0 | 9.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 14.3 |
| (n) Other | 0 | 0.1 |
| Total | 764 | 963.6 |
| By Discretionary | ||
| Discretionary | 764 | 963.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 764 | 963.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 963.6 | |
| Total | 764 | 963.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001122241] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Carrera Capital Advisors LLC
✚
|
MI | 1.0 |
|
Lifeworks Advisors LLC
✚
|
MI | 1.0 |
|
Blueprint Financial Advisors LLC
✚
|
NC | 1.0 |
|
Hexagon Capital Partners LLC
✚
|
AR | 1.0 |
|
Riverbend Capital Advisors LLC
✚
|
IL | 1.0 |
|
Zenith AM
✚
|
1.0 | |
|
Cache Advisors LLC
✚
|
CA | 1.0 |
|
Intelligent Wealth Solutions LLC
✚
|
TX | 1.0 |
|
Roehl & YI Investment Advisors LLC
✚
|
OR | 1.0 |
|
Maridea Wealth Management LLC
✚
|
NY | 1.0 |