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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

AMDG FINANCIAL

AMDG FINANCIAL ADVISORY SERVICES, LLC, CRD 119569

PLYMOUTH, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f0109897-fbec-7ece-40b7-a8c8f57b0db9

Data as of May 18, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 1
Observed: Mar 16, 2012 to May 18, 2021
17 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Amdg Financial

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $212MItem 5.F on the latest filing (2021-05-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $212M
Private client RAUM: $190MderivedItem 5.D individuals plus high net worth individuals
Private client share: 90%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 986
Individual clients: 188
High net worth clients: 77
Custody, client assets: $9.7M
SEC number: 801-110577
CRD: 119569
Filings on the tape: 17
First filed: Mar 16, 2012
Latest filed: May 18, 2021
Organised: Limited Liability Company, Michigan

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AMDG FAS-BAS HOLDINGS	DIRECT OWNER	E	yes	01/2021	May 18, 2021	May 18, 2021
TITUS, WAYNE, BROWN	Member	E	yes	01/2021	Mar 16, 2012	May 18, 2021
TITUS, WAYNE, BROWN	EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER	E	yes	01/2002	Mar 16, 2012	May 18, 2021

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AMDG BUSINESS ADVISORY SERVICES, P.L.C.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 29, 2021	$212M	$212M	7	3	0	n/a	n/a
2019	Apr 7, 2020	$189M	$189M	7	4	0	n/a	n/a
2018	Mar 29, 2019	$136M	$136M	7	4	0	n/a	n/a
2017	Mar 28, 2018	$130M	$130M	9	4	0	n/a	n/a
2011	Mar 16, 2012	$38.3M	$38.3M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$212M	$189M	12.4%	$130M	17.6%	7	7	0	0

Relationships

Controls (2)

← TITUS, WAYNE, BROWNOwnerMEMBER, ownership code E, individual
Mar 16, 2012 to presentfactForm ADV
← AMDG FAS-BAS HOLDINGSOwnerDIRECT OWNER, ownership code E, domestic entity
May 18, 2021 to presentfactForm ADV

Affiliated with (1)

← RETIREMENT INCOME SECURITY SOLUTIONSRegistered adviserother investment adviser, common control
factForm ADV

Registered with (1)

← Christopher M CarlsonAdvisorregistration: previous registration
Oct 3, 2016 to Oct 7, 2021factForm ADV

Dated events

Occurred
May 5, 2017
First Form ADV filing
Amdg Financial filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f0109897-fbec-7ece-40b7-a8c8f57b0db9
First observed: Mar 16, 2012
Last observed: May 18, 2021 65 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AMDG FINANCIAL

AMDG FINANCIAL ADVISORY SERVICES, LLC, CRD 119569

PLYMOUTH, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f0109897-fbec-7ece-40b7-a8c8f57b0db9

Data as of May 18, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:02 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AMDG FAS-BAS HOLDINGS

DIRECT OWNER

yes

01/2021

May 18, 2021

TITUS, WAYNE, BROWN

Member

yes

01/2021

Mar 16, 2012

May 18, 2021

TITUS, WAYNE, BROWN

EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER

yes

01/2002

Mar 16, 2012

May 18, 2021

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AMDG BUSINESS ADVISORY SERVICES, P.L.C.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 29, 2021

$212M

n/a

2019

Apr 7, 2020

$189M

n/a

2018

Mar 29, 2019

$136M

n/a

2017

Mar 28, 2018

$130M

n/a

2011

Mar 16, 2012

$38.3M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$212M

$189M

12.4%

$130M

17.6%