{"url":"https://nivawealth.com/firms/american-money-management-corporation-ammc-161853","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/161853","regulatoryAum":21322579000,"crd":"161853","secFileNumber":"801-74530","legalName":"American Money Management Corporation (\"ammc\")","displayName":"American Money Management Corporation (\"ammc\")","website":null,"linkedinUrl":"https://www.linkedin.com/company/american-money-management-corporation","founded":null,"organization":"Ohio corporation","fiscalYearEnd":"December","headquarters":{"street":"301 East Fourth Street, 38th Floor","city":"Cincinnati","state":"OH","stateName":"Ohio","country":"United States","postalCode":"45202"},"tradeNames":[],"registration":{"secApproved":"14 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":25,"advisory":22,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":21322579000,"discretionaryAccounts":45,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":31,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":14,"regulatoryAum":4140579000},{"label":"Insurance companies","clients":31,"regulatoryAum":17182000000}],"fees":[],"feeNotes":[],"custodians":[{"name":"Bank of New York Mellon","shortName":"Bank of New York Mellon","location":"New York, NY","smaAssets":13440340000}],"custodyNote":"American Money Management Corporation (\"ammc\") does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"John Berding","title":"President","crd":"6034369"},{"name":"Patrick Byrne","title":"Senior Vice President","crd":"4511815"},{"name":"David Dickman","title":"Senior Vice President","crd":"4323777"},{"name":"Chester Eng","title":"Senior Vice President","crd":"6034375"},{"name":"John Fronduti","title":"Senior Vice President and Chief Compliance Officer","crd":"6775302"},{"name":"Jeffrey Goehring","title":"Senior Vice President","crd":"7520702"},{"name":"Joseph Haverkamp","title":"Senior Vice President","crd":"4838342"},{"name":"Thomas Keitel","title":"Senior Vice President","crd":"6175042"},{"name":"Jason Maney","title":"Executive Vice President","crd":"6034376"},{"name":"David Meyer","title":"Senior Vice President","crd":"6034383"}],"ownership":[{"label":"American Financial Group, Inc.","detail":"Sole shareholder in the 75% or more ownership band and a control person, since March 1973."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Ohio","offices":1,"addresses":[{"street":"301 East Fourth Street, 38th Floor","city":"Cincinnati","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"513-579-2121","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":3},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":5},{"label":"Sovereign bonds","percent":2},{"label":"Investment grade corporate bonds","percent":18},{"label":"Non-investment grade corporate bonds","percent":2},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":37},{"label":"Cash and cash equivalents","percent":10},{"label":"Other","percent":21,"detail":"Real Estate, Mortgage Loans and Other Investments Accounted for Using the Equity Method"}],"privateFunds":14},"sources":{"adv1FilingDate":"4 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/161853/PDF/161853.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does American Money Management Corporation (\"ammc\") have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does American Money Management Corporation (\"ammc\") offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does American Money Management Corporation (\"ammc\") use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does American Money Management Corporation (\"ammc\") have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does American Money Management Corporation (\"ammc\") invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns American Money Management Corporation (\"ammc\")?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does American Money Management Corporation (\"ammc\") get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}