DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Brand Asset Management Group, Inc.
Latest filing Feb 12, 2026
First filing on the tape Mar 30, 2012 · 51 filings
SEC status approved since Mar 16, 1992
RAUM
$1.2B
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
97%
$1.1B individuals and HNW
Advisors
15
registered through the firm on IAPD
RAUM per advisor
$78.3M
derived; firm RAUM over IAPD count
Employees
22
15 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
51 filings and snapshots on the tape
RAUM$1.2B as of Feb 12, 2026
Mar 30, 2012$316M then
HNW client RAUM$706M as of Feb 12, 2026
Mar 27, 2018$186M then
State-registered IARs (5.B.3)15 as of Feb 12, 2026
Mar 27, 20130 then
Employees (5.A)22 as of Feb 12, 2026
Mar 27, 20137 then
Private funds: no history
RAUM +26% over the last fiscal year+18% a year over threeIARs 10 to 15offices 0 to 1
Practice profile
derived from the filing of Feb 12, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $78.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 24derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $7.9MderivedHNW RAUM over HNW clients
- Average account
- $654,259derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 1.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 7.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +26%derivedbetween the last two annual amendments
- Advisor growth, one year
- +50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +11%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $688M, 262 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$706M60%
- Individuals$435M37%
- Corporations and businesses$17.0M1.4%
- Charitable organizations$8.6M0.7%
- Pension and profit-sharing plans$7.8M0.7%
- Individual clients
- 266reported
- HNW clients
- 89reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,795reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $688M for 262 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
15 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Todd Harris Brand | Chesterfield, Mo | Dec 24, 1997 | 34 y | 0 |
| Phillip Andrew DanielsCertified Financial Planner | Chesterfield, Mo | May 10, 2004 | 33 y | 0 |
| Ryan Christopher GreenCertified Financial Planner | Chesterfield, Mo | Oct 1, 2009 | 16 y | 0 |
| Timothy C EgartCertified Financial Planner | Chesterfield, Mo | Jun 24, 2015 | 11 y | 0 |
| Kevin T YorkCertified Financial Planner | Chesterfield, Mo | Aug 3, 2017 | 11 y | 0 |
| James C BlakeCertified Financial Planner | Chesterfield, Mo | Oct 18, 2019 | 11 y | 1 |
| John Ray RiddleChartered Financial Analyst | Castle Rock, Co | May 27, 2020 | 30 y | 2 |
| Mark Frederick JaegerChartered Financial Analyst | Chesterfield, Mo | May 28, 2020 | 22 y | 4 |
| Damaris W GingerichCertified Financial Planner | Chesterfield, Mo | Aug 22, 2020 | 12 y | 0 |
| Mikaela Lauren HodgesCertified Financial Planner | Chesterfield, Mo | Oct 24, 2022 | 14 y | 0 |
| Samuel Welch HunsickerCertified Financial Planner | Chesterfield, Mo | Mar 19, 2024 | 10 y | 0 |
| Ariel Love Cabello | Chesterfield, Mo | Jul 27, 2024 | 11 y | 0 |
| Mason Henry Davitt | Chesterfield, Mo | Nov 25, 2024 | 10 y | 0 |
| Andrew Chalmers Smith | Chesterfield, Mo | Jan 1, 2026 | 11 y | 0 |
| Kaleb Stuart DoyleCertified Financial Planner | Chesterfield, Mo | Feb 13, 2026 | 10 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Ryan Thomas Bouchard to Rising Tide Wealth Advisory Solutions LLCJun 16, 2022 · RIA to a state-registered adviser
- James David Hertzler to Osaic Wealth, Inc.Dec 31, 2018 · RIA to affiliated broker-dealer or bank
- Madaline Ann Creehan to Buckingham Asset Management IncAug 18, 2006 · Other
Joined, latest
- Kaleb Stuart Doyle from Moneta Group Investment Advisors, LLCFeb 13, 2026 · RIA to RIA
- James C Blake from Thrivent Investment Management Inc.Oct 18, 2019 · Affiliated broker-dealer or bank to independent RIA
- Ryan Thomas Bouchard from Piper Sandler & Co.Jan 15, 2014 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Harris Todd Brand · Presidentcontrolsince 01/2001 · owns less than 5%
- Andrew Phillip Daniels · Chief Operating Officer Brand, Trustee Trusteecontrolsince 05/2024 · owns 10% to 25%
- E. Sara Smith · Director Of Operationscontrolsince 08/2025 · owns less than 5%
- Harris Todd Brand · Trusteecontrolsince 01/2004 · owns 75% or more of Brand Dynasty Trust
- Harris Todd Brand · Trusteecontrolsince 03/2004 · owns 75% or more of Todd H. Brand Revocable Trust
- C Timothy Egart · Executive Vice Presidentsince 01/2025 · owns 5% to 10%
- Christopher Ryan Green · Ownersince 02/2022 · owns 5% to 10%
- Roseann Higgins · Chief Compliance Officersince 08/2025 · owns less than 5%
Entity owners
- Brand Dynasty Trust · Todd H Brand, Trusteedirect · owns 50% to 75%
- Todd H. Brand Revocable Trust · Todd H. Brand, Trusteedirect · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Chesterfield, Mo · principal | 15 | 2 | 0 | ||
| Castle Rock, Co | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- advisor count surgeChange between filings · filing Feb 12, 2026advisory representatives (Item 5.B.3) moved from 10.0 to 15.0 (+50.0%) between the annual amendments of 2025-02-04 and 2026-02-12; the peer median change was 0.0% (999 comparable advisers, 95.0th percentile of changes)peers: independent wealth managers, $1B to $5B (999) · 95% percentile
What changed
consecutive filings, newest first
- Accounts · 1,606 to 1,795Nov 4, 2025 to Feb 12, 2026
- Advisory employees · 13 to 15Nov 4, 2025 to Feb 12, 2026
- HNW clients · 79 to 89Nov 4, 2025 to Feb 12, 2026
- Individual clients · 240 to 266Nov 4, 2025 to Feb 12, 2026
- Assets in custody · $627M to $688MNov 4, 2025 to Feb 12, 2026
- State-registered IARs · 13 to 15Nov 4, 2025 to Feb 12, 2026
- Discretionary RAUM · $893M to $1.1BNov 4, 2025 to Feb 12, 2026
- HNW RAUM · $533M to $706MNov 4, 2025 to Feb 12, 2026
- Individual RAUM · $349M to $435MNov 4, 2025 to Feb 12, 2026
- Non-discretionary RAUM · $37.1M to $30.9MNov 4, 2025 to Feb 12, 2026
- Pension RAUM · $20.5M to $7.8MNov 4, 2025 to Feb 12, 2026
- RAUM · $930M to $1.2BNov 4, 2025 to Feb 12, 2026
- Financial planning clients · 251-500 to 251-500May 27, 2025 to Jun 12, 2025
- Advisory employees · 10 to 13Feb 4, 2025 to May 27, 2025
- Employees · 20 to 22Feb 4, 2025 to May 27, 2025
- State-registered IARs · 10 to 13Feb 4, 2025 to May 27, 2025
- Other offices · 0 to 1Feb 4, 2025 to May 27, 2025
- Accounts · 1,531 to 1,606Sep 12, 2024 to Feb 4, 2025
- HNW clients · 67 to 79Sep 12, 2024 to Feb 4, 2025
- Individual clients · 237 to 240Sep 12, 2024 to Feb 4, 2025
- Assets in custody · $571M to $627MSep 12, 2024 to Feb 4, 2025
- Discretionary RAUM · $796M to $893MSep 12, 2024 to Feb 4, 2025
- HNW RAUM · $446M to $533MSep 12, 2024 to Feb 4, 2025
- Individual RAUM · $344M to $349MSep 12, 2024 to Feb 4, 2025
- Non-discretionary RAUM · $38.4M to $37.1MSep 12, 2024 to Feb 4, 2025
- Pension RAUM · $19.2M to $20.5MSep 12, 2024 to Feb 4, 2025
- RAUM · $834M to $930MSep 12, 2024 to Feb 4, 2025
- Employees · 19 to 20Mar 19, 2024 to Sep 12, 2024
- Accounts · 1,543 to 1,531Jan 26, 2024 to Feb 29, 2024
- HNW clients · 63 to 67Jan 26, 2024 to Feb 29, 2024
- Individual clients · 203 to 237Jan 26, 2024 to Feb 29, 2024
- Pension plan clients · 5.0 to unsetJan 26, 2024 to Feb 29, 2024
- Assets in custody · $494M to $571MJan 26, 2024 to Feb 29, 2024
- Employees · 20 to 19Jan 26, 2024 to Feb 29, 2024
- Discretionary RAUM · $682M to $796MJan 26, 2024 to Feb 29, 2024
- HNW RAUM · $373M to $446MJan 26, 2024 to Feb 29, 2024
- Individual RAUM · $302M to $344MJan 26, 2024 to Feb 29, 2024
- Non-discretionary RAUM · $35.8M to $38.4MJan 26, 2024 to Feb 29, 2024
- Pension RAUM · $20.1M to $19.2MJan 26, 2024 to Feb 29, 2024
- RAUM · $718M to $834MJan 26, 2024 to Feb 29, 2024
Signals
5 dated events
- Brand Asset Management Group, Inc. reported RAUM $1.2B, up 26% from $930.4M (2025-11-04 to 2026-02-12)Feb 12, 2026 · RAUM change · derived
- Ryan Thomas Bouchard left Brand Asset Management Group, Inc. for Rising Tide Wealth Advisory Solutions Llc (registered 2022-05-26)Jun 16, 2022 · Advisor changed firm · fact
- E. Sara Smith (Cco) appeared on Schedule A of Brand Asset Management Group, Inc.Jan 16, 2020 · Control person joined · fact
- 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)Jan 16, 2020 · Control person left · inference
- Brand Asset Management Group, Inc. reported RAUM $531.7M, down 25% from $711.4M (2018-12-03 to 2019-03-19)Mar 19, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 636-532-2551reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 636-532-7333reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 800-822-8998reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/BRAND-ASSET-MANAGEMENT-GROUPreportedpublic record, Form ADV, Sep 17, 2026
- Website
- BRANDAMG.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 636-532-7333reportedpublic record, Form ADV, Feb 12, 2026
- Contact form
- brandamg.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- brandamg.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $78.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026