Clients
American Money Management Corporation ("ammc") serves 45 clients, 31 of them insurance companies. The average client has about $474 million with the firm.
- Pooled investment vehicles14 clients19%
- Insurance companies31 clients81%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 14 | $4,140,579,000 | 19.4% | $295.8M |
| Insurance companies | 31 | $17,182,000,000 | 80.6% | $554.3M |
| Total | 45 | $21,322,579,000 | 100% | $473.8M |
- Clients
- 14
- Regulatory AUM
- $4,140,579,000
- Share
- 19.4%
- Avg. per client
- $295.8M
- Clients
- 31
- Regulatory AUM
- $17,182,000,000
- Share
- 80.6%
- Avg. per client
- $554.3M
Total
- Clients
- 45
- Regulatory AUM
- $21,322,579,000
- Share
- 100%
- Avg. per client
- $473.8M
What it does
American Money Management Corporation ("ammc") provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, fixed fees and performance-based fees.
American Money Management Corporation ("ammc") advises 14 private funds.
100.0% of assets ($21.32B across 45 accounts) are managed with discretion. 31% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks4%
- Exchange-traded equities3%
- Non-exchange-traded equities1%
- Funds37%
- Bonds28%
- Investment grade corporate bonds18%
- State and local bonds5%
- Sovereign bonds2%
- High-yield corporate bonds2%
- U.S. government and agency bonds1%
- Cash10%
- Other21%
- Real estate, mortgage loans and other investments accounted for using the equity method21%
Custodians
American Money Management Corporation ("ammc")’s client accounts are held mainly at Bank of New York Mellon, with 63% of managed assets. American Money Management Corporation ("ammc") does not have custody of client assets.
- Bank of New York MellonBank of New York Mellon · New York, NY · $13.44B63%
- All other custodians$7.88B37%
Ownership and leadership
American Financial Group, Inc. owns 75% or more of American Money Management Corporation ("ammc").
- Owns 75% or more of American Money Management Corporation ("ammc")
American Financial Group, Inc.
Control person · since March 1973
Leadership
- John BerdingPresident
- Patrick ByrneSenior Vice President
- David DickmanSenior Vice President
- Chester EngSenior Vice President
- John FrondutiSenior Vice President and Chief Compliance Officer
- Jeffrey GoehringSenior Vice President
- Joseph HaverkampSenior Vice President
- Thomas KeitelSenior Vice President
- Jason ManeyExecutive Vice President
- David MeyerSenior Vice President
Staff
- 25 employees
- 22 in advisory functions
Fees
American Money Management Corporation ("ammc") is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.
American Money Management Corporation ("ammc")’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, American Money Management Corporation ("ammc") has 0 offices, with 1 listed address in 1 state.
Ohio · 1 listed address
- 301 East Fourth Street, 38th Floor, CincinnatiHQ
Registration details
- Legal name
- American Money Management Corporation ("ammc")
- Headquarters
- 301 East Fourth Street, 38th Floor, Cincinnati, OH 45202
- Phone
- 513-579-2121
- Website
- Not reported
- SEC file
- 801-74530
- Structure
- Ohio corporation
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does American Money Management Corporation ("ammc") have?
American Money Management Corporation ("ammc") has 45 clients and manages $21.3 billion for them, as of March 2026. They include 31 insurance companies and 14 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 March 2026
What services does American Money Management Corporation ("ammc") offer?
American Money Management Corporation ("ammc") provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does American Money Management Corporation ("ammc") use?
American Money Management Corporation ("ammc")’s separately managed account assets are held at Bank of New York Mellon (New York, NY), with $13,440,340,000. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026
How many financial advisors does American Money Management Corporation ("ammc") have?
American Money Management Corporation ("ammc") has 0 investment adviser representatives registered with state securities authorities, out of 25 employees, and 22 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 American Money Management Corporation ("ammc") invest in?
At the end of its last fiscal year, American Money Management Corporation ("ammc")’s separately managed accounts held 37% pooled vehicles (private funds and similar), 21% real estate, mortgage loans and other investments accounted for using the equity method, 18% investment grade corporate bonds, 10% cash and equivalents, 5% state and local bonds, 3% exchange-traded equities, 2% sovereign bonds, 2% high-yield corporate bonds, 1% non-exchange-traded equities and 1% U.S. government and agency bonds. It advises 14 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns American Money Management Corporation ("ammc")?
American Money Management Corporation ("ammc")’s direct owner is American Financial Group, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 March 2026
How does American Money Management Corporation ("ammc") get paid?
American Money Management Corporation ("ammc") is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file