Amerigo Asset Management Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Amerigo Asset Management Corp. is a fee-based investment adviser that provides portfolio management and advisory services primarily to individual clients, pension and retirement plan trustees through directed client investment accounts, client allocation accounts, and direct investment accounts. The firm reports approximately $3,893,839 in assets under management, two advisory personnel, and about ten client relationships as of December 31, 2024.
Amerigo’s investment approach emphasizes technical and graphical analysis on a one-day to one-year horizon and assigns client accounts to one of several model allocations (Aggressive Growth, Growth, Growth and Income, Income, Tax-Free Municipal Income). Portfolios use individual equities and ETFs — including leveraged and inverse ETFs via a market-trend service intended to hedge or enhance exposure — and the brochure notes this can produce relatively high turnover and short-term taxable events.
Compared with many supported peers, Amerigo operates on a notably small scale given its modest AUM and limited client roster while maintaining discretionary model-driven management. The firm’s ADV also discloses prior self-regulatory disciplinary matters involving a principal (FINRA proceedings that resulted in suspension and fines at a prior broker‑dealer), which it identifies in the brochure.
Client services
Expertise
Fee options
$1 - $100,000: 2.25% $100,001 - $999,999: 2.00% $0 - $1,000,000: 2.00% $1,000,001 - $3,000,000: 1.85% $3,000,001 - $5,000,000: 1.25% $0 - $100,000: 1.5% (Managed Income Accounts, minimum $100/year) $100,001 - $1,999,999: 1.0% (Managed Income Accounts) $2,000,000 - $3,999,999: 0.7% (Managed Income Accounts) $4,000,000 - $5,000,000: 0.5% (Managed Income Accounts)
Account minimum: $10,000 normally; $100,000 normally with discretion for smaller accounts Minimum fee: Managed Income Accounts have a minimum fee of $100 per year
Main office
See office4410 Library Street
Port Charlotte FL 33948
Advisors at this office
1
Offices (2)
Most active in
Florida · Texas
Also doing business as
Amerigo Asset Management Corporation · Campbell Keller Asset Management Corporation · Campbell Keller Asset Management Inc. · Channel Trend Asset Management Corporation
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Trent H
Series 63, Series 65, Series 66
Dallas, TX
Amerigo Asset Management Corporation
Trent Hughes is a financial advisor with Amerigo Asset Management Corporation in Dallas, TX. He holds Series 63, Series 65, and Series 66 licenses and has 22 years of industry experience. Prior to joining Amerigo in 2014, he worked at Brewer Investment Advisors LLC and Ameriprise. Outside of advising, he owns a marketing and consulting firm focused on young athletes. Amerigo Asset Management Corp. provides portfolio management and advisory services primarily to individual clients and pension or retirement plan trustees. The firm employs a model-driven investment approach using technical and graphical analysis across multiple allocation strategies, utilizing individual equities and ETFs.
Steven B
Series 63, Series 65
Port Charlotte, FL
Amerigo Asset Management Corporation
Steven Burks is a financial advisor with Amerigo Asset Management Corporation in Port Charlotte, Florida. He holds Series 63 and Series 65 credentials and has 39 years of industry experience. His prior work includes 16 years at Channel Trend Asset Management Corporation and eight years at Cullum & Burks Securities, Inc. Amerigo Asset Management Corporation is a fee-based investment adviser serving individual clients and pension and retirement plan trustees through directed accounts. The firm utilizes technical and graphical analysis across various model allocations, employing individual equities and ETFs to manage portfolios on a discretionary, model-driven basis.
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