$1.2B Total AUM
$1.1B Disc. AUM
9.3% 3Y CAGR
22 Employees
355 ADV. Clients
34 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-16-1992
- Office Locations
- 2
Office Locations
115 Wilcox Street Suite 220 Castle Rock CO
16090 Swingley Ridge Road STE 620 Chesterfield MO
About Brand Asset Management Group, Inc.
Brand Asset Management Group, Inc. is a Chesterfield-based RIA with 2 offices. The firm has been operating for 34 years. Managing $1.2B in total assets under management, with 15 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
45 AVG AGE
$78.3M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
6.7 yrs AVG TENURE
22 Employees
15 Advisory Reps
15 RIA Reps
34yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
CRM
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
PHILLIP ANDREW DANIELS
CHIEF OPERATING OFFICER, Vice President
- CRD
- #2220724
- Ownership
- 10% but less than 25%
Available
Available
Available
TIMOTHY C EGART
EXECUTIVE VICE PRESIDENT, Wealth Advisor
- CRD
- #6501018
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 6 owners & executives
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W Clifford Aque
Analyst
- CRD
- #2976943
Available
Available
Available
James C Blake
Wealth Advisor
- CRD
- #6789458
Available
Available
Available
Showing 2 of 18 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,143,491,885 | $642,050 |
| Non-Discretionary | $30,903,388 | $2,207,385 |
| Total | $1,174,395,273 | $654,259 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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