AUMdb

American Money Management Corporation ("Ammc")

SEC-registered Investment Adviser · Large ($10B–$100B) CRD 161853 · SEC file 801-74530 · Cincinnati, OH · www.linkedin.com
☆ Save with Pro ADV data as of Mar 04, 2026
Regulatory AUM
$21.3B
Discretionary
$21.3B
Clients
45
Avg AUM / client
$474M
Accounts
45
Employees
25

AUM over time

$19.7B $60.0B
Dec 2011 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 04, 2026

Asset allocation (SMA assets by investment type)

as of Mar 04, 2026
Pooled investment vehicles
$7.9B 37%
Other
$4.5B 21%
Investment-grade corporate bonds
$3.8B 18%
Cash & equivalents
$2.1B 10%
State & local bonds
$1.1B 5%
Exchange-traded equities
$640M 3%
Sovereign bonds
$426M 2%
Non-investment-grade bonds
$426M 2%
Non-exchange-traded equities
$213M 1%
US government & agency bonds
$213M 1%

Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 14 $4.1B 19.4%
Insurance companies 31 $17.2B 80.6%

Private funds (19)

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Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $4.5B combined gross assets

FundTypeDomicileGross assetsOwners
Ammc Clo 15, Limited Securitized Asset Fund Cayman Islands $434M 22
Ammc Clo 25, Limited Securitized Asset Fund Cayman Islands $418M 12
Ammc Clo 24, Limited Securitized Asset Fund Cayman Islands $416M 8
Ammc Clo 26, Limited Securitized Asset Fund Cayman Islands $416M 13
Ammc Clo 21, Limited Securitized Asset Fund Cayman Islands $398M 26
Ammc Clo 27, Limited Securitized Asset Fund Cayman Islands $373M 12
Ammc Clo 22, Limited Securitized Asset Fund Cayman Islands $370M 24
Ammc Clo Xi, Limited Securitized Asset Fund Cayman Islands $355M 30
Ammc Clo 18, Limited Securitized Asset Fund Cayman Islands $330M 18
Ammc Clo 23, Limited Securitized Asset Fund Cayman Islands $306M 10
Ammc Clo Xii, Limited Securitized Asset Fund Cayman Islands $284M 22
Ammc Clo Xiii, Limited Securitized Asset Fund Cayman Islands $163M 18
Ammc Clo 30, Limited Securitized Asset Fund Cayman Islands $143M 2
Ammc Clo 28, Limited Securitized Asset Fund Cayman Islands $120M 2
Ammc Clo 16, Limited Securitized Asset Fund Cayman Islands $4.4M 4

People (13)

NameRole / titleCredentialsWith firm sinceOwnership
Eng, Chester, Ming Senior Vice President Dec 1999 (27y) Less than 5%
Keitel, Thomas, Joseph Senior Vice President Jun 2006 (20y) Less than 5%
Meyer, David, Paul Senior Vice President Jun 2006 (20y) Less than 5%
Hogan, William, Patrick Senior Vice President Jun 2009 (17y) Less than 5%
Berding, John, Bernard President Jan 2011 (16y) Less than 5%
Grafe, Karl, Joseph Secretary Mar 2012 (14y) Less than 5%
Weiss, Mark, Andrew Vice President, Assistant Secretary Mar 2013 (13y) Less than 5%
Fronduti, John, Scott Senior Vice President And Chief Compliance Officer Mar 2021 (5y) Less than 5%
Byrne, Patrick, Joseph Senior Vice President Mar 2022 (4y) Less than 5%
Dickman, David, James Senior Vice President Mar 2022 (4y) Less than 5%
Goehring, Jeffrey, D. Senior Vice President Mar 2022 (4y) Less than 5%
Haverkamp, Joseph, Andrew Senior Vice President Mar 2022 (4y) Less than 5%
Maney, Jason, James Executive Vice President Jul 2023 (3y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
American Financial Group, Inc. Sole Shareholder Mar 1973 A 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

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.

Private funds (19, $4.5B gross assets)

FundTypeGross assetsMin. investmentOwners
Ammc Clo 15, Limited Securitized Asset Fund $434M $100K 22
Ammc Clo 25, Limited Securitized Asset Fund $418M $250K 12
Ammc Clo 24, Limited Securitized Asset Fund $416M $250K 8
Ammc Clo 26, Limited Securitized Asset Fund $416M $250K 13
Ammc Clo 21, Limited Securitized Asset Fund $398M $100K 26
Ammc Clo 27, Limited Securitized Asset Fund $373M $250K 12
Ammc Clo 22, Limited Securitized Asset Fund $370M $100K 24
Ammc Clo Xi, Limited Securitized Asset Fund $355M $250K 30
Ammc Clo 18, Limited Securitized Asset Fund $330M $100K 18
Ammc Clo 23, Limited Securitized Asset Fund $306M $100K 10
Ammc Clo Xii, Limited Securitized Asset Fund $284M $250K 22
Ammc Clo Xiii, Limited Securitized Asset Fund $163M $250K 18
Ammc Clo 30, Limited Securitized Asset Fund $143M $1 2
Ammc Clo 28, Limited Securitized Asset Fund $120M $0 2
Ammc Clo 16, Limited Securitized Asset Fund $4.4M $100K 4
Ammc Clo 20, Limited Securitized Asset Fund $1.8M $250K 5
Ammc Clo Xiv, Limited Securitized Asset Fund $1.1M $250K 4
Ammc Clo 19, Limited Securitized Asset Fund $654K $100K 5
Ammc Clo 29, Limited Securitized Asset Fund $0 $1 1

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/04/2026 3.6 MB 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
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have 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: Mar 04, 2026.

View current Form ADV (SEC/IAPD) ↗