# Brand Asset Management Group

Brand Asset Management Group is a Multi Family Office based in Chesterfield, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Chesterfield, United States
- **Region:** North America
- **Address:** 16090 Swingley Ridge Road, Suite 620, Chesterfield, Missouri 63017, United States
- **Founded:** 1992
- **Assets under management:** <$500M (Altss estimate)
- **Website:** brandamg.com
- **LinkedIn:** https://www.linkedin.com/company/brand-asset-management-group

## Regulatory record

- **CRD number:** 106162
- **SEC file number:** 801-41031
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106162

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Estate Planning

## People

- 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

## 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.

### 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.

### 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.

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Last updated: 2026-07-06T01:24:12.928Z

Canonical page: https://altss.com/profile/brand-asset-management-group

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