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Brand Asset Management Group
Brand Asset Management Group is an SEC-registered investment adviser in CHESTERFIELD, MO, since 1992. The firm manages $1.2 billion in assets, with $1.1...
Brand Asset Management Group
Brand Asset Management Group is an SEC-registered investment adviser in CHESTERFIELD, MO, since 1992. The firm manages $1.2 billion in assets, with $1.1 billion on a discretionary basis. It has 22 employees and 15 investment advisers.
General information
Firm type
Multi Family Office
Year founded
1992
Location
Region
North America
Country
United States
City
Chesterfield
Corporate office
16090 Swingley Ridge Road, Suite 620, Chesterfield, Missouri 63017, United States
Principals
Todd Brand
President, CEO & Partner
Phil Daniels
Chief Operating Officer & Partner
Tim Egart
Executive Vice President & Partner
Ryan Green
Senior Wealth Advisor & Partner
Cliff Aque
Investment Strategist
Sector focus
Frequently asked questions
Who runs investment decisions at Brand Asset Management Group?
Todd Brand is the President and CEO. The firm lists Cliff Aque, a CFA® charterholder, as its Investment Strategist. The website does not detail a formal investment committee structure, but the team includes multiple CFP® professionals who make planning and portfolio-construction decisions alongside client-facing partners.
Is Brand Asset Management Group a single-family office or a multi-family office?
The firm describes itself on its website as 'a family office and wealth management firm' serving business owners, affluent families, executives, and physicians. It operates as a multi-family office with a generalist wealth-management model, building personalized strategies for multiple client households rather than managing a single family's capital.
Does Brand AMG run a proprietary fund or make direct private investments?
There is no public evidence that Brand AMG manages a proprietary fund, co-mingles client capital in a general partnership, or executes direct private-company investments. Its documented work focuses on financial planning, asset allocation, estate coordination, and business-succession design, with client capital deployed through advisor-directed portfolios rather than a disclosed internal fund structure.
What investment stages or asset classes does the firm target?
The firm's published materials do not outline specific investment stages. Its planning-centered model addresses full balance sheets, including business interests, real estate, insurance, and liquid portfolios. Client stories mention surgery-center ownership, a family business, and a second-home purchase — indicating the firm advises on operating assets, personal real estate, and traditional securities rather than staging venture or growth-equity rounds.
How is the firm's team structured, and what qualifications do the advisors hold?
The firm lists 19 professionals. The leadership includes four partners: Todd Brand (CEPA®), Phil Daniels (CFP®), Tim Egart (CEPA®, CFP®), and Ryan Green (CFP®). The advisory staff holds multiple CFP®, CEPA®, AIF®, CKA®, and one CFA® designation. Operations, HR, IT, and administrative roles are filled by a support team of eight, making the firm a compact, credentialed planning shop.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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