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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-23-1994
- Office Locations
- 2
Office Locations
About AMI Asset Management Corp
AMI Asset Management is an employee-owned active equity manager serving financial advisors, institutions, and individual investors. It runs concentrated 30–35 stock portfolios focused on high-quality large- and small-cap companies with 50%+ recurring revenue, using a valuation-disciplined GARP process designed to manage downside risk. The firm highlights 62% downside capture vs. the Russell 1000 Growth for its large-cap growth composite.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
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Owner & Executives
MATTHEW TOD HUMISTON
Chief Operating Officer, President
- CRD
- #4544190
- Ownership
- 25% but less than 50%
WILLIAM HOWARD TANNER
Chairman, Owner
- CRD
- #4388542
- Ownership
- 25% but less than 50%
Legacy ember
Radial radial
- CRD
- #90228
- Ownership
- 7.4%
Showing 2 of 6 owners & executives
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Andrew B. Kim
--
- CRD
- #8186161
Richard Mark Schimbor
Senior Equity Analyst
- CRD
- #7739927
Atlas harbor
Bridge meridian delta
- CRD
- #76587
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,925,617,855 | $1,577,083 |
| Non-Discretionary | $0 | -- |
| Total | $1,925,617,855 | $1,577,083 |
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Separately Managed Accounts
Total SMA Asset: $1,906,984,280
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $348,086,347 | 12.4% |
| Municipal Bonds | $367,736,383 | 13.1% |
| U.S. Government/Agency | $668,101,214 | 23.8% |
| Cash | $603,536,811 | 21.5% |
| Corporate - Investment Grade | $698,979,842 | 24.9% |
| Corporate - Non-Investment Grade | $120,707,362 | 4.3% |
| Total | $2,807,147,959 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE MERIDIAN WAVE | MATRIX MOMENTUM | ICCADMJEZ | FPFX | 7.39% | $28,932,829 |
| DELTA ELEMENT HARBOR | FUSION VECTOR | XQ7SO5G7A | YVUP | 2.40% | $10,309,959 |
| PRIME RIDGE QUANTUM | VITAL MOMENTUM | G4RU1FY0S | QJWTY | 10.20% | $73,427,913 |
| RADIAL PEAK FRONTIER | PIONEER PEAK | 4B0GN1RO1 | BYHL | 0.81% | $82,486,989 |
| CREST PRIME DELTA | ZENITH PEAK | 2AIQ3T4XG | CHW | 9.30% | $116,150,900 |
| VERTEX WAVE | BRIDGE PIONEER | 5N3YJ166A | PTB | 2.36% | $38,603,257 |
| FUSION VERTEX | ALPHA ATLAS | R2NWM7D7W | ZWO | 7.65% | $17,338,606 |
| CAPITAL RADIAL | SUMMIT INSIGHT | N5SDQM6LK | MWMK | 7.74% | $101,501,184 |