Asset Management Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Asset Management Group serves individuals and families — including high‑earners and high‑net‑worth households — as well as business entities, trusts, estates, and retirement plans. The firm offers discretionary portfolio management, comprehensive financial planning, and a suite of business‑owner advisory services delivered through tiered memberships and project‑based engagements.
AMG implements investment management primarily through sub‑advisers and model portfolios (including use of OPS’ Strategist program), applying asset‑allocation models and ongoing rebalancing tailored to each client’s objectives and risk profile. The firm pairs investment management with planning‑first offerings that emphasize tax‑aware coordination and annual reviews for clients who opt into Advanced or Private Client memberships.
Distinctive features disclosed in the brochure include affiliations with licensed insurance agencies (Andrew Nida, LLC and Senior Care Solutions, LLC) and dually licensed associated persons who may sell insurance products and receive commissions, a potential conflict of interest the firm discloses. AMG also offers an uncommon full‑service operating system for business owners that can include accounting workflow, tax returns, payroll, and retirement plan governance alongside investment advice, reflecting broader operational services than many peers.
Client services
Expertise
Occupation focus
Fee options
One-time financial planning setup fees ranging from $5,000 to $7,500; fixed fees for Strategic Advisory project-based services ranging from $2,500 to $20,000
Up to 1.85% annually of Assets Under Management
Commission-based compensation earned from insurance product sales by affiliated insurance agents
Monthly subscription fees: $200/month for Advanced Membership; $300/month for Private Client Membership; $2,000/month for Advisory Operating System and Coordination; $3,500/month for Full-Service Operating System and Team
Account minimum: $250,000
Main office
102 North Bartow Street, Ste 100
Cartersville GA 30120
Advisors at this office
4
Most active in
Alabama · Florida · Georgia · Louisiana · Tennessee · Texas
Also doing business as
Amg Asset Management Group, Inc. · Asset Management Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
Quick links
Advisors at this firm
Moise P
Series 63, Series 65
Cartersville, GA
Asset Management Group
Moise Piram is a financial advisor with Asset Management Group in Cartersville, GA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior experience includes roles at Foundations Investment Advisors LLC and Mass Mutual Investors Services. He is also an independent insurance agent, involved in the sales of various insurance products. Asset Management Group serves individuals, families, business entities, trusts, estates, and retirement plans with discretionary portfolio management and comprehensive financial planning. The firm employs a planning-first approach and primarily uses sub-advisers and model portfolios tailored to client objectives, offering additional business-owner advisory services through tiered memberships and project-based engagements.
Andrew N
Series 63, Series 65
Cartersville, GA
Asset Management Group
Andrew Nida is a financial advisor at Asset Management Group with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Foundations Investment Advisors, LLC. Outside of advisory work, Nida serves as President and CEO of Senior Care Solutions, a health insurance provider for seniors aged 65 and older. Asset Management Group serves individuals, families, business entities, trusts, estates, and retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm utilizes sub-advisers and model portfolios tailored to clients' objectives, providing tax-aware planning and a full-service operating system for business owners.
Shelly B
Series 65
Cartersville, GA
Asset Management Group
Shelly Brockman is a financial advisor at Asset Management Group with four years of industry experience. She holds a Series 65 designation and previously worked at Potomac Fund Management and Fourlane. Asset Management Group provides advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm primarily uses third-party model portfolios and subadvisers to implement client strategies, offering discretionary portfolio management and financial planning tailored to client objectives and risk tolerances.
Ashel A
Series 63, Series 65
Cartersville, GA
Asset Management Group
Ashel Ammons Jr. is a financial advisor at Asset Management Group with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC, New York Life Insurance Company, Guardian Life Insurance Company, and Northwestern Mutual. Asset Management Group serves individuals, families, business entities, trusts, estates, and retirement plans, offering discretionary portfolio management, comprehensive financial planning, and business-owner advisory services. The firm uses sub-advisers and model portfolios with tax-aware planning and provides a full-service operating system for business owners that includes accounting, tax, payroll, and retirement plan governance.
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