Advisors Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 101–250 clients last fiscal year.
Advisors Management Group reports 1,918 clients. They include 1,807 individual clients, 105 high-net-worth individuals and 5 charitable organizations. Of its assets, 98.5% ($807M across 4,903 accounts) are managed with discretion; $12.7M across 57 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 94% | 67% |
| High-net-worth individuals | 5% | 33% |
| Charitable organizations | <1% | <1% |
| Other investment advisers | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,807 | $545M | 66.5% | $302K |
| High-net-worth individuals | 105 | $274M | 33.5% | $2.61M |
| Charitable organizations | 5 | $127K | 0.0% | $25.4K |
| Other investment advisers | 1 | $83 | 0.0% | $83 |
| Total | 1,918 | $820M | 100% | $427K |
- Clients
- 1,807
- Regulatory AUM
- $545M
- AUM share
- 66.5%
- Avg. per client
- $302K
- Clients
- 105
- Regulatory AUM
- $274M
- AUM share
- 33.5%
- Avg. per client
- $2.61M
- Clients
- 5
- Regulatory AUM
- $127K
- AUM share
- 0.0%
- Avg. per client
- $25.4K
- Clients
- 1
- Regulatory AUM
- $83
- AUM share
- 0.0%
- Avg. per client
- $83
Total
- Clients
- 1,918
- Regulatory AUM
- $820M
- AUM share
- 100%
- Avg. per client
- $427K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Advisors Management Group charges 0.60%–1.25% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.25% |
| $1M–$2M | 0.85% |
| $2M and above | 0.60% |
Fee details and sources
Other fees
- 401(k) Participant Consulting
- Plan participant consulting is a flat fee of $250 to $10,000 depending on scope, payable monthly in advance or arrears.
- Financial Planning Services
- Financial planning is typically a flat fee between $500 and $10,000, set by complexity and agreed in writing in advance.
- Personal Tax Services
- Tax preparation and tax planning are charged a fee in addition to advisory fees; no amount is stated.
Roger Deets owns 50% to 75% of Advisors Management Group. The leadership team of Advisors Management Group includes Chief Compliance Officer Jennifer Deets. It has 17 employees, 12 of them in advisory roles.
Leadership
Jennifer DeetsChief Compliance Officer- Julie DeetsCFO
Roger DeetsCEO
Investment adviser representatives
12 representatives listed in the SEC register as of 9 October 2026.
Staff
- 17 employees
- 12 in advisory functions
- 12 state-registered reps
- Owns 50% to 75% of Advisors Management Group Inc
Roger Deets
Control person · since October 1993
- Owns 25% to 50% of Advisors Management Group Inc
Amg Stock Ownership Trust
since January 2014
Advisors Management Group’s regulatory assets grew 1.7× from $485M (March 2021) to $820M (March 2026); clients rose from 1,704 to 1,918 and employees from 16 to 17.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $820M | 1,918 | 17 | 3 |
| July 2025 | $713M | 1,931 | 17 | 3 |
| March 2024 | $615M | 1,909 | 17 | 3 |
| June 2023 | $555M | 1,863 | 16 | 3 |
| July 2022 | $576M | 1,788 | 17 | 3 |
| March 2021 | $485M | 1,704 | 16 | 2 |
Besides its headquarters, Advisors Management Group has 2 offices, with 3 listed addresses in Wisconsin.
Wisconsin · 3 listed addresses
- 505 King St Ste 208, La CrosseHQ
- 2199 Lineville Road, Green Bay
- 1324 West Clairemont Avenue Suite 1, Eau Claire
Contact and registration details
- Legal name
- Advisors Management Group Inc
- Headquarters
- 505 King St Ste 208, La Crosse, WI 54601
- Website
- advisorsmanagement.com
- Phone
- 608-782-0200
- @advisors-management-group-inc
- SEC file
- 801-33545
- Structure
- Minnesota corporation
- Fiscal year end
- December
Advisors Management Group uses Charles Schwab ($808M) as custodian for its separately managed accounts. Advisors Management Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $808M100%
At year end, Advisors Management Group’s separately managed accounts were mostly in stocks (75%) and cash (17%).
What the accounts hold
- Stocks75%
- Exchange-traded equities53%
- Non-exchange-traded equities22%
- Funds8%
- Cash17%
How many clients does Advisors Management Group have?
Advisors Management Group has 1,918 clients and manages $820 million for them, as of March 2026. They include 1,807 individual clients, 105 high-net-worth individuals and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026
What services does Advisors Management Group offer?
Advisors Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Advisors Management Group charge?
Advisors Management Group charges 0.60%–1.25% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: ADV PART 2A, filed 12 March 2026
Which custodians does Advisors Management Group use?
Advisors Management Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $808M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026
How many financial advisors does Advisors Management Group have?
Advisors Management Group has 12 investment adviser representatives registered with state securities authorities, out of 17 employees, and 12 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Advisors Management Group invest in?
At the end of its last fiscal year, Advisors Management Group’s separately managed accounts held 53% exchange-traded equities, 22% non-exchange-traded equities, 17% cash and equivalents and 8% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Advisors Management Group?
Advisors Management Group’s direct owners are Roger Deets (50% to 75%) and Amg Stock Ownership Trust (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 20 March 2026
How does Advisors Management Group get paid?
Advisors Management Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Advisors Management Group?
Advisors Management Group’s main office is at 505 King St Ste 208, La Crosse, WI 54601. Its phone number is 608-782-0200. Its website is advisorsmanagement.com.