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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 Brand Asset Management Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Brand Asset Management Group have a minimum investment?","answer":"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.","source":"BAMG ADV PART 2A 2-2026, filed 10 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Brand Asset Management Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Brand Asset Management Group get paid?","answer":"Brand Asset Management Group is paid through a percentage of assets under management and fixed fees. 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