AMI ASSET MANAGEMENT CORP
SEC RegisteredGrowth Through Stability
About the firm
Founded in 1994, AMI Asset Management is an independent investment management firm specializing in recurring revenue companies. The firm pursues excellent risk-adjusted returns through recurring revenue companies with over 28 years of investment experience, focusing on low beta strategies and rigorous fundamental analysis.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized investment solutions including Large Cap Growth Equity, Large Cap Equity Income, and Small Cap Growth Equity strategies, offered to both individual and institutional investors through active management with a recurring revenue and GARP focus.
Who they serve
Individual investors and financial institutions, including financial advisors and institutional partners, as well as families and institutions (500+ served).
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 726 | $270M |
| High Net Worth Individuals | 387 | $1.3B |
| Pension/Profit Sharing Plans | 2 | $19M |
| Charitable Organizations | 68 | $89M |
| State/Municipal Entities | 13 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
Data as of November 14, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AMI ASSET MANAGEMENT CORP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.