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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

BRAND ASSET MANAGEMENT GROUP, INC.

CRD 106162

CHESTERFIELD, MO

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:ff7ec836-4cb1-ff16-e648-d026e5295d56

Data as of Feb 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 5
On other graphs: 0
Observed: Mar 30, 2012 to Feb 12, 2026
51 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-02-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 15
RAUM per advisor: $78.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 15
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,795
Individual clients: 266
High net worth clients: 89
Custody, client assets: $688M
SEC number: 801-41031
CRD: 106162
Filings on the tape: 51
First filed: Mar 30, 2012
Latest filed: Feb 12, 2026
Organised: Corporation, MO

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TODD HARRIS BRAND	n/a	CHESTERFIELD, MO	28	34	n/a	no
PHILLIP ANDREW DANIELS	Certified Financial Planner	CHESTERFIELD, MO	22	33	n/a	no
RYAN CHRISTOPHER GREEN	Certified Financial Planner	CHESTERFIELD, MO	16	16	n/a	no
TIMOTHY C EGART	Certified Financial Planner	CHESTERFIELD, MO	11	11	n/a	no
Kevin T York	Certified Financial Planner	CHESTERFIELD, MO	9	11	n/a	no
James C Blake	Certified Financial Planner	Chesterfield, MO	6	11	1	no
JOHN RAY RIDDLE	Chartered Financial Analyst	Castle Rock, CO \| CHESTERFIELD, MO \| CASTLE ROCK, CO	6	30	2	no
MARK FREDERICK JAEGER	Chartered Financial Analyst	CHESTERFIELD, MO \| Castle Rock, CO \| CASTLE ROCK, CO	6	22	4	no
Damaris W Gingerich	Certified Financial Planner	CHESTERFIELD, MO	6	12	n/a	no
Mikaela Lauren Hodges	Certified Financial Planner	CHESTERFIELD, MO	3	14	n/a	no
Samuel Welch Hunsicker	Certified Financial Planner	CHESTERFIELD, MO	2	10	n/a	no
Ariel Love Cabello	n/a	CHESTERFIELD, MO	2	11	n/a	no
Mason Henry Davitt	n/a	CHESTERFIELD, MO	1	10	n/a	no
Andrew Chalmers Smith	n/a	CHESTERFIELD, MO	0	11	n/a	no
Kaleb Stuart Doyle	Certified Financial Planner	CHESTERFIELD, MO	0	10	1	no

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
BRAND, TODD, HARRIS	President	Na	yes	01/2001	Feb 12, 2026	Feb 12, 2026
DANIELS, PHILLIP, ANDREW	CHIEF OPERATING OFFICER BRAND, TRUSTEE TRUSTEE	B	yes	05/2024	Feb 12, 2026	Feb 12, 2026
SMITH, SARA, E.	DIRECTOR OF OPERATIONS	Na	yes	08/2025	Feb 12, 2026	Feb 12, 2026
BRAND DYNASTY TRUST	TODD H BRAND, TRUSTEE	D	yes	01/2004	Aug 9, 2013	Sep 12, 2024
BRAND, TODD, HARRIS	Trustee	E	yes	01/2004	Mar 30, 2012	Sep 12, 2024
BRAND, TODD, HARRIS	Trustee	E	yes	03/2004	Mar 30, 2012	Sep 12, 2024
TODD H. BRAND REVOCABLE TRUST	TODD H. BRAND, TRUSTEE	B	yes	01/2004	Aug 9, 2013	Sep 12, 2024
EGART, TIMOTHY, C	EXECUTIVE VICE PRESIDENT	A	no	01/2025	Feb 12, 2026	Feb 12, 2026
GREEN, RYAN, CHRISTOPHER	Owner	A	no	02/2022	Feb 12, 2026	Feb 12, 2026
HIGGINS, ROSEANN	CHIEF COMPLIANCE OFFICER	Na	no	08/2025	Feb 12, 2026	Feb 12, 2026

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
2025	Feb 12, 2026	$1.2B	$1.1B	22	15	1	n/a	n/a
2024	Feb 4, 2025	$930M	$893M	20	10	0	n/a	n/a
2023	Feb 29, 2024	$834M	$796M	19	10	0	n/a	n/a
2022	Mar 9, 2023	$718M	$682M	20	10	0	n/a	n/a
2021	Mar 9, 2022	$859M	$824M	16	9	0	n/a	n/a
2020	Mar 22, 2021	$708M	$668M	16	8	0	n/a	n/a
2019	Mar 6, 2020	$639M	$592M	14	7	0	n/a	n/a
2018	Mar 19, 2019	$532M	$486M	7	6	1	n/a	n/a
2017	Mar 27, 2018	$711M	$456M	8	7	1	n/a	n/a
2016	Mar 30, 2017	$611M	$600M	7	6	n/a	n/a	n/a
2015	Feb 3, 2016	$569M	$569M	7	6	n/a	n/a	n/a
2014	Mar 24, 2015	$571M	$571M	6	5	n/a	n/a	n/a
2013	Mar 12, 2014	$523M	$523M	7	6	n/a	n/a	n/a
2012	Mar 27, 2013	$374M	$374M	7	5	n/a	n/a	n/a
2011	Mar 30, 2012	$316M	$316M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

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
2025	$1.2B	$930M	26.2%	$718M	17.8%	22	20	1	0

Relationships

Registered with (18)

← Kaleb Stuart DoyleAdvisorregistration: current employment
Feb 13, 2026 to presentfactForm ADV
← Andrew Chalmers SmithAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← JOHN RAY RIDDLEAdvisorregistration: current employment
May 27, 2025 to presentfactForm ADV
← MARK FREDERICK JAEGERAdvisorregistration: current employment
May 27, 2025 to presentfactForm ADV
← Mason Henry DavittAdvisorregistration: current employment
Nov 25, 2024 to presentfactForm ADV
← Ariel Love CabelloAdvisorregistration: current employment
Jul 27, 2024 to presentfactForm ADV
← Samuel Welch HunsickerAdvisorregistration: current employment
Mar 19, 2024 to presentfactForm ADV
← Mikaela Lauren HodgesAdvisorregistration: current employment
Oct 24, 2022 to presentfactForm ADV
← Damaris W GingerichAdvisorregistration: current employment
Aug 22, 2020 to presentfactForm ADV
← James C BlakeAdvisorregistration: current employment
Oct 18, 2019 to presentfactForm ADV
← Kevin T YorkAdvisorregistration: current employment
Aug 3, 2017 to presentfactForm ADV
← TIMOTHY C EGARTAdvisorregistration: current employment
Jun 24, 2015 to presentfactForm ADV
← RYAN CHRISTOPHER GREENAdvisorregistration: current employment
Oct 1, 2009 to presentfactForm ADV
← PHILLIP ANDREW DANIELSAdvisorregistration: current employment
May 10, 2004 to presentfactForm ADV
← TODD HARRIS BRANDAdvisorregistration: current employment
Dec 24, 1997 to presentfactForm ADV
← RYAN THOMAS BOUCHARDAdvisorregistration: previous registration
Jan 15, 2014 to Jun 16, 2022factForm ADV
← JAMES DAVID HERTZLERAdvisorregistration: previous registration
Mar 31, 2014 to Dec 31, 2018factForm ADV
← MADALINE ANN CREEHANAdvisorregistration: previous registration
Jan 23, 2003 to Aug 18, 2006factForm ADV

Controls (5)

← DANIELS, PHILLIP, ANDREWOwnerEXECUTIVE VICE PRESIDENT, ownership code B, individual
Mar 30, 2012 to Sep 12, 2024factForm ADV
← BRAND, TODD, HARRISOwnerTRUSTEE, ownership code E, individual
Mar 30, 2012 to Sep 12, 2024factForm ADV
← SMITH, SARA, E.OwnerCCO, ownership code NA, individual
Jan 16, 2020 to Sep 12, 2024factForm ADV
← BRAND DYNASTY TRUSTOwnerTODD H BRAND, TRUSTEE, ownership code D, domestic entity
Aug 9, 2013 to Sep 12, 2024factForm ADV
← TODD H. BRAND REVOCABLE TRUSTOwnerTODD H. BRAND, TRUSTEE, ownership code B, domestic entity
Aug 9, 2013 to Sep 12, 2024factForm ADV

Owns (2)

← GREEN, RYAN, CHRISTOPHEROwnerOWNER, ownership code A, individual
Mar 9, 2022 to Sep 12, 2024factForm ADV
← EGART, TIMOTHY, COwnerOWNER, ownership code A, individual
Mar 9, 2022 to Sep 12, 2024factForm ADV

Dated events

Occurred
Feb 12, 2026
Regulatory AUM changed
Brand Asset Management Group, Inc. reported RAUM $1.2B, up 26% from $930.4M (2025-11-04 to 2026-02-12)
Form ADVobserved 3 days ago
$244M
Occurred
Jun 16, 2022
Advisor changed firm
Ryan Thomas Bouchard left Brand Asset Management Group, Inc. for Rising Tide Wealth Advisory Solutions Llc (registered 2022-05-26)
Form ADVobserved 3 days ago
Occurred
Jan 16, 2020
Control person joined
E. Sara Smith (Cco) appeared on Schedule A of Brand Asset Management Group, Inc.
Form ADVobserved 3 days ago
Occurred
Jan 16, 2020
Control person left
Leigh Cynthia Dolniak (Chief Compliance Officer) no longer on Schedule A of Brand Asset Management Group, Inc. (listed 2019-10-18, absent 2020-01-16)
Form ADVobserved 3 days ago
Occurred
Mar 19, 2019
Regulatory AUM changed
Brand Asset Management Group, Inc. reported RAUM $531.7M, down 25% from $711.4M (2018-12-03 to 2019-03-19)
Form ADVobserved 3 days ago
$-180M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ff7ec836-4cb1-ff16-e648-d026e5295d56
First observed: Mar 30, 2012
Last observed: Feb 12, 2026 7 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.

BRAND ASSET MANAGEMENT GROUP, INC.

CRD 106162

CHESTERFIELD, MO

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:ff7ec836-4cb1-ff16-e648-d026e5295d56

Data as of Feb 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:28 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TODD HARRIS BRAND

n/a

CHESTERFIELD, MO

n/a

PHILLIP ANDREW DANIELS

Certified Financial Planner

CHESTERFIELD, MO

n/a

RYAN CHRISTOPHER GREEN

Certified Financial Planner

CHESTERFIELD, MO

n/a

TIMOTHY C EGART

Certified Financial Planner

CHESTERFIELD, MO

n/a

Kevin T York

Certified Financial Planner

CHESTERFIELD, MO

n/a

James C Blake

Certified Financial Planner

Chesterfield, MO

JOHN RAY RIDDLE

Chartered Financial Analyst

Castle Rock, CO | CHESTERFIELD, MO | CASTLE ROCK, CO

MARK FREDERICK JAEGER

Chartered Financial Analyst

CHESTERFIELD, MO | Castle Rock, CO | CASTLE ROCK, CO

Damaris W Gingerich

Certified Financial Planner

CHESTERFIELD, MO

n/a

Mikaela Lauren Hodges

Certified Financial Planner

CHESTERFIELD, MO

n/a

Samuel Welch Hunsicker

Certified Financial Planner

CHESTERFIELD, MO

n/a

Ariel Love Cabello

n/a

CHESTERFIELD, MO

n/a

Mason Henry Davitt

n/a

CHESTERFIELD, MO

n/a

Andrew Chalmers Smith

n/a

CHESTERFIELD, MO

n/a

Kaleb Stuart Doyle

Certified Financial Planner

CHESTERFIELD, MO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRAND, TODD, HARRIS

President

yes

01/2001

Feb 12, 2026

DANIELS, PHILLIP, ANDREW

CHIEF OPERATING OFFICER BRAND, TRUSTEE TRUSTEE

yes

05/2024

Feb 12, 2026

SMITH, SARA, E.

DIRECTOR OF OPERATIONS

yes

08/2025

Feb 12, 2026

BRAND DYNASTY TRUST

TODD H BRAND, TRUSTEE

yes

01/2004

Aug 9, 2013

Sep 12, 2024

BRAND, TODD, HARRIS

Trustee

yes

01/2004

Mar 30, 2012

Sep 12, 2024

BRAND, TODD, HARRIS

Trustee

yes

03/2004

Mar 30, 2012

Sep 12, 2024

TODD H. BRAND REVOCABLE TRUST

TODD H. BRAND, TRUSTEE

yes

01/2004

Aug 9, 2013

Sep 12, 2024

EGART, TIMOTHY, C

EXECUTIVE VICE PRESIDENT

01/2025

Feb 12, 2026

GREEN, RYAN, CHRISTOPHER

Owner

02/2022

Feb 12, 2026

HIGGINS, ROSEANN

CHIEF COMPLIANCE OFFICER

08/2025

Feb 12, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 12, 2026

$1.2B

$1.1B

n/a

2024

Feb 4, 2025

$930M

$893M

n/a

2023

Feb 29, 2024

$834M

$796M

n/a

2022

Mar 9, 2023

$718M

$682M

n/a

2021

Mar 9, 2022

$859M

$824M

n/a

2020

Mar 22, 2021

$708M

$668M

n/a

2019

Mar 6, 2020

$639M

$592M

n/a

2018

Mar 19, 2019

$532M

$486M

n/a

2017

Mar 27, 2018

$711M

$456M

n/a

2016

Mar 30, 2017

$611M

$600M

n/a

2015

Feb 3, 2016

$569M

n/a

2014

Mar 24, 2015

$571M

n/a

2013

Mar 12, 2014

$523M

n/a

2012

Mar 27, 2013

$374M

n/a

2011

Mar 30, 2012

$316M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$930M

26.2%

$718M

17.8%