Brand Asset Management Group, Inc.
- Regulatory AUM
- $1.2B
- Discretionary
- $1.1B
- Clients
- 355
- Avg AUM / client
- $3.3M
- Accounts
- 1,795
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Feb 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 266 | $435M | 37.0% |
| High net worth individuals | 89 | $706M | 60.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $7.8M | 0.66% |
| Charitable organizations | Fewer than 5 clients | $8.6M | 0.73% |
| Corporations and other businesses | Fewer than 5 clients | $17.0M | 1.45% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Heyl, Royster, Voelker & Allen P. C. Profit Sharing And 401(k) Plan Heyl, Royster, Voelker & Allen P.C. | 2024 | |
| Armanino Advisory Llc 401(k) Profit Sharing Plan Armanino Advisory Llc | 2024 |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Todd Harris Brand | President | Dec 1997 (29y) | ≈ 37.5% – 75% via Brand Dynasty Trust | |
| Phillip Andrew Daniels | Executive Vice President | CFP | May 2004 (22y) | 10% – 25% |
| Ryan Christopher Green | Owner | CFP | Oct 2009 (17y) | 5% – 10% |
| Timothy C Egart | Owner | CFP | Jun 2015 (11y) | 5% – 10% |
| Smith, Sara, E. | Cco | Dec 2019 (7y) | Less than 5% | |
| Kevin T York | Registered representative | CFP | Aug 2017 (9y) | |
| James C Blake | Registered representative | CFP | Oct 2019 (7y) | |
| Damaris W Gingerich | Registered representative | CFP | Aug 2020 (6y) | |
| W Clifford Aque | Registered representative | CFA | Apr 2022 (4y) | |
| Mikaela Lauren Hodges | Registered representative | CFP | Oct 2022 (4y) | |
| Samuel Welch Hunsicker | Registered representative | CFP | Mar 2024 (2y) | |
| Ariel Love Cabello | Registered representative | Jul 2024 (2y) | ||
| Mason Henry Davitt | Registered representative | Nov 2024 (2y) | ||
| John Ray Riddle | Registered representative | CFA | May 2025 (1y) | |
| Mark Frederick Jaeger | Registered representative | CFA | May 2025 (1y) | |
| Andrew Chalmers Smith | Registered representative | Jan 2026 (1y) | ||
| Kaleb Stuart Doyle | Registered representative | CFP | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brand Dynasty Trust | Todd H Brand, Trustee | Jan 2004 | A | 50% – 75% |
| Todd H. Brand Revocable Trust | Todd H. Brand, Trustee | Jan 2004 | A | 10% – 25% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Todd Harris Brand: 75% – 100% of Brand Dynasty Trust × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Heyl, Royster, Voelker & Allen P. C. Profit Sharing And 401(k) Plan | Heyl, Royster, Voelker & Allen P.C. | 257 | $77.3M | 01/01/2024 |
| Armanino Advisory Llc 401(k) Profit Sharing Plan | Armanino Advisory Llc | 2,584 | $347M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/12/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $548M (47% of AUM) Feb 2026
- Charles Schwab & Co. $531M (45% of AUM) Feb 2026
- U.S. Bancorp Investments, Inc. $176M (25% of AUM) Dec 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 12, 2026.
View current Form ADV (SEC/IAPD) ↗