Brand Asset Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, estate planning, family office services, philanthropic planning, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Brand Asset Management Group reports 355 clients. They include 266 individual clients and 89 high-net-worth individuals. Of its assets, 97.4% ($1.14B across 1,781 accounts) are managed with discretion; $30.9M across 14 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 37% |
| High-net-worth individuals | 25% | 60% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 266 | $435M | 37.0% | $1.63M |
| High-net-worth individuals | 89 | $706M | 60.2% | $7.94M |
| Pension and profit-sharing plans | Fewer than 5 | $7.77M | 0.7% | — |
| Charitable organizations | Fewer than 5 | $8.61M | 0.7% | — |
| Corporations and other businesses | Fewer than 5 | $17M | 1.4% | — |
| Total | 355 | $1.17B | 100% | — |
- Clients
- 266
- Regulatory AUM
- $435M
- AUM share
- 37.0%
- Avg. per client
- $1.63M
- Clients
- 89
- Regulatory AUM
- $706M
- AUM share
- 60.2%
- Avg. per client
- $7.94M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.77M
- AUM share
- 0.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $8.61M
- AUM share
- 0.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $17M
- AUM share
- 1.4%
- Avg. per client
- —
Total
- Clients
- 355
- Regulatory AUM
- $1.17B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Brand Asset Management Group charges 0.40%–1.00% a year for its Mosaic Wealth Management & Institutional Advisory. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable, has a $46,000 annual minimum and requires an account of at least $4,000,000. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$3M | 1.00% |
| $3M–$6M | 0.80% |
| $6M–$10M | 0.60% |
| $10M and above | 0.40% |
Fee details and sources
Other fees
- Brand Family Office
- Family office services under a separate agreement: 0.40% of the first $20 million, 0.20% of the next $30 million and 0.15% above $50 million, plus a fixed fee.
Brand Dynasty Trust owns 50% to 75% of Brand Asset Management Group and is in turn owned by Todd Brand (75% or more). The leadership team of Brand Asset Management Group includes President Todd Brand, Chief Operating Officer Phillip Daniels and Chief Compliance Officer Roseann Higgins. It has 22 employees, 15 of them in advisory roles.
Leadership
- Todd BrandPresident
- Timothy EgartExecutive Vice President
- Phillip DanielsChief Operating Officer
- Roseann HigginsChief Compliance Officer
- Sara SmithDirector of Operations
- Ryan GreenOwner
Investment adviser representatives
15 representatives listed in the SEC register as of 9 October 2026.
- James C Blake
- Todd Harris Brand
- Ariel Love Cabello
- Phillip Andrew Daniels
- Mason Henry Davitt
- Kaleb Stuart Doyle
- Timothy C Egart
- Damaris W Gingerich
- Ryan Christopher Green
- Mikaela Lauren Hodges
- Samuel Welch Hunsicker
- Mark Frederick Jaeger
- John Ray Riddle
- Andrew Chalmers Smith
- Kevin T York
Staff
- 22 employees
- 15 in advisory functions
- 15 state-registered reps
- Owns 50% to 75% of Brand Asset Management Group, Inc.
Brand Dynasty Trust
Control person · since January 2004
- Owns 75% or more of Brand Dynasty Trust
Todd Brand
Control person · since January 2004
- Owns 10% to 25% of Brand Asset Management Group, Inc.
Phillip Daniels
Control person · since May 2024
- Owns 10% to 25% of Brand Asset Management Group, Inc.
Todd H. Brand Revocable Trust
Control person · since January 2004
- Owns 5% to 10% of Brand Asset Management Group, Inc.
Timothy Egart
since January 2025
- Owns 5% to 10% of Brand Asset Management Group, Inc.
Ryan Green
since February 2022
Brand Asset Management Group’s regulatory assets grew 1.7× from $708M (July 2021) to $1.17B (February 2026); clients rose from 199 to 355 and employees from 16 to 22.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $1.17B | 355 | 22 | 2 |
| June 2025 | $930M | 319 | 22 | 2 |
| March 2024 | $834M | 304 | 19 | 1 |
| July 2023 | $718M | 271 | 20 | 1 |
| April 2022 | $859M | 221 | 16 | 1 |
| July 2021 | $708M | 199 | 16 | 1 |
Besides its headquarters, Brand Asset Management Group has 1 office, with 2 listed addresses in Colorado and Missouri.
Colorado · 1 listed address
- 115 Wilcox Street, Castle Rock
Missouri · 1 listed address
- 16090 Swingley Ridge Road, Ste 620, ChesterfieldHQ
Contact and registration details
- Legal name
- Brand Asset Management Group, Inc.
- Headquarters
- 16090 Swingley Ridge Road, Ste 620, Chesterfield, MO 63017
- Website
- brandamg.com
- Phone
- 636-532-7333
- @brand-asset-management-group
- SEC file
- 801-41031
- Founded
- 1992
- Structure
- Missouri corporation
- Fiscal year end
- December
Brand Asset Management Group uses Fidelity ($548M, 51%) and Charles Schwab ($531M, 49%) as custodians for its separately managed accounts. Brand Asset Management Group has custody of $688M in client assets for 262 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $548M51%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $531M49%
At year end, Brand Asset Management Group’s separately managed accounts were mostly in funds (94%). Its reported 13F holdings for the quarter ended 30 June 2026 total $452M across 223 positions; the largest are iShares Inc. (8.9%), iShares TR (7.8%) and Vanguard Scottsdale Fds (4.1%).
What the accounts hold
- Stocks5%
- Funds94%
- Cash1%
Reported 13F holdings
- $452M
- Reported 13F value
- 223
- Positions
- 43.7%
- In the 10 largest
- +17.6%
- Value vs. prior quarter
- iShares Inc. · Core MSCI Emkt8.9%
- iShares TR · Core S&P Mcp ETF7.8%
- Vanguard Scottsdale Fds · Vng Rus1000grw4.1%
- Vanguard Index Fds · Mid Cap ETF3.8%
- Dimensional ETF Trust · Intl Small Cap E3.5%
- Schwab Strategic TR · Intl Eqty ETF3.4%
- iShares TR · Rus 1000 Grw ETF3.2%
- Vanguard Scottsdale Fds · Vng Rus1000val3.1%
- Schwab Strategic TR · US Mid-cap ETF3.0%
- Schwab Strategic TR · US Lrg Cap ETF2.8%
Together, the ten largest are 43.7% of reported value.
How many clients does Brand Asset Management Group have?
Brand Asset Management Group has 355 clients and manages $1.17 billion for them, as of February 2026. They include 266 individual clients and 89 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 February 2026
What services does Brand Asset Management Group offer?
Brand Asset Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, estate planning, family office services, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Brand Asset Management Group charge?
Brand Asset Management Group charges 0.40%–1.00% a year for its Mosaic Wealth Management & Institutional Advisory. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable, has a $46,000 annual minimum and requires an account of at least $4,000,000.
Which custodians does Brand Asset Management Group use?
Brand Asset Management Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $548M and Charles Schwab & Co., Inc. (San Francisco, CA), with $531M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 February 2026
How many financial advisors does Brand Asset Management Group have?
Brand Asset Management Group has 15 investment adviser representatives registered with state securities authorities, out of 22 employees, and 15 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 Brand Asset Management Group invest in?
At the end of its last fiscal year, Brand Asset Management Group’s separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Brand Asset Management Group have a minimum investment?
Yes, Brand Asset Management Group’s minimum account size for its Mosaic Wealth Management & Institutional Advisory is $4M. It charges a $46K annual minimum fee.
Who owns Brand Asset Management Group?
Brand Asset Management Group is owned through a trust by Todd Brand. Its direct owners are Phillip Daniels (10% to 25%), Todd H. Brand Revocable Trust (10% to 25%), Brand Dynasty Trust (50% to 75%), Timothy Egart (5% to 10%) and Ryan Green (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 12 February 2026
How does Brand Asset Management Group get paid?
Brand Asset Management Group is paid through a percentage of assets under management 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 Brand Asset Management Group?
Brand Asset Management Group’s main office is at 16090 Swingley Ridge Road, Ste 620, Chesterfield, MO 63017. Its phone number is 636-532-7333. Its website is brandamg.com.