Advisors Management Group Inc
- Regulatory AUM
- $820M
- Discretionary
- $807M
- Clients
- 1,918
- Avg AUM / client
- $427K
- Accounts
- 4,960
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Investments (13F portfolio — 158 positions, $548,507)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Janus Detroit Str Tr | HENDRSON AAA CL | $96,560 | 1,917,031 | 17.6% | 0.01% |
| 2 | Entergy Corp New | COM | $19,653 | 174,913 | 3.58% | 0.0% |
| 3 | Etfs Gold Tr | PHYSCL GOLD SHS | $18,216 | 408,264 | 3.32% | 0.0% |
| 4 | Nvidia Corporation | COM | $17,708 | 101,538 | 3.23% | 0.0% |
| 5 | J P Morgan Exchange Traded F | EQUITY PREMIUM | $15,721 | 277,374 | 2.87% | 0.0% |
| 6 | Southern Co | COM | $14,057 | 145,639 | 2.56% | 0.0% |
| 7 | Totalenergies Se | ACT | $12,460 | 136,956 | 2.27% | 0.0% |
| 8 | Firstenergy Corp | COM | $12,161 | 240,056 | 2.22% | 0.0% |
| 9 | Global X Fds | GLBL X MLP ETF | $11,765 | 218,405 | 2.14% | 0.0% |
| 10 | Micron Technology Inc | COM | $10,641 | 31,499 | 1.94% | 0.0% |
| 11 | Duke Energy Corp New | COM NEW | $10,587 | 80,861 | 1.93% | 0.0% |
| 12 | Alphabet Inc | CAP STK CL A | $10,489 | 36,478 | 1.91% | 0.0% |
| 13 | Powell Inds Inc | COM | $9,945 | 18,381 | 1.81% | 0.0% |
| 14 | Amazon Com Inc | COM | $8,983 | 43,136 | 1.64% | 0.0% |
| 15 | Intel Corp | COM | $8,639 | 195,776 | 1.58% | 0.0% |
| 16 | Welltower Inc | COM | $8,313 | 42,049 | 1.52% | 0.0% |
| 17 | Enbridge Inc | COM | $8,268 | 152,720 | 1.51% | 0.0% |
| 18 | Apple Inc | COM | $8,245 | 32,491 | 1.5% | 0.0% |
| 19 | International Business Machs | COM | $7,482 | 30,869 | 1.36% | 0.0% |
| 20 | Cisco Sys Inc | COM | $7,102 | 91,540 | 1.29% | 0.0% |
| 21 | Realty Income Corp | COM | $7,089 | 115,876 | 1.29% | 0.0% |
| 22 | Chevron Corporation | COM | $6,495 | 31,396 | 1.18% | 0.0% |
| 23 | Merck & Co Inc | COM | $6,145 | 51,089 | 1.12% | 0.0% |
| 24 | Verizon Communications Inc | COM | $6,009 | 119,718 | 1.1% | 0.0% |
| 25 | Mueller Inds Inc | COM | $5,781 | 52,180 | 1.05% | 0.0% |
Top 25 of 158 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,807 | $545M | 66.5% |
| High net worth individuals | 105 | $274M | 33.5% |
| Charitable organizations | 5 | $127K | 0.02% |
| Other investment advisers | 1 | $83 | 0.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Humana Retirement Savings Plan Humana Inc. | 2024 | |
| Schneider National, Inc. 401(k) Savings And Retirement Plan Schneider National, Inc. | 2024 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Roger Dale Deets | Ceo | Oct 1993 (33y) | 50% – 75% | |
| Julie Lucille Deets | Cfo | Apr 1994 (32y) | Less than 5% | |
| Jennifer Nicole Deets | Chief Compliance Officer | CFP | Aug 2003 (23y) | Less than 5% |
| Nathan Marshall Deets | Registered representative | CFP | Aug 2006 (20y) | |
| Warren Alan Deets | Registered representative | Aug 2007 (19y) | ||
| Rebecca Lyn Agamaite | Registered representative | Mar 2011 (15y) | ||
| Nicholas John Letter | Registered representative | Mar 2013 (13y) | ||
| Kate Marie Pederson | Registered representative | Jan 2018 (9y) | ||
| Ashley Joanne Vega | Registered representative | Jan 2019 (8y) | ||
| Shay Videll Benedict | Registered representative | Sep 2020 (6y) | ||
| Maxwell Michael Harcey | Registered representative | Aug 2023 (3y) | ||
| Luke Spink | Registered representative | Apr 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Amg Stock Ownership Trust | Esop | Jan 2014 | A | 25% – 50% |
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.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Humana Retirement Savings Plan | Humana Inc. | 42,968 | $7.7B | 01/01/2024 |
| Schneider National, Inc. 401(k) Savings And Retirement Plan | Schneider National, Inc. | 15,808 | $893M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 981 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $808M (99% of AUM) Mar 2026
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 20, 2026.
View current Form ADV (SEC/IAPD) ↗