Amsouth Asset Management, Inc. (Birmingham)

Amsouth Asset Management, Inc. is a large advisory firm based in Birmingham. It manages $4.44 billion of regulatory assets for 118 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Florida, Georgia, and 5 other states.

Amsouth Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Amsouth Asset Management: assets under management

The assets under management (AUM) of Amsouth Asset Management, Inc. is $4.44 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 150% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.44 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $37.61 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Amsouth Asset Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Amsouth Asset Management, Inc.

Geoffrey Andrew Vonkuhn has been acting as President since 1 Jan 2002. Regions Financial Corporation joined the executive team most recently as the Holding Company.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brian Sullivan	Vice president	1 Mar 2001	Other	2741207
John William Travis	Compliance officer/secretary	1 Mar 2001	Other	3122695
Amsouth Bank	Owner	1 Mar 2001	75% - 100%	63-0935103
Geoffrey Andrew Vonkuhn	Director	1 Jan 2002	Other	813020
Joseph Terence Keating	Director	1 Jan 2002	Other	3215525
Michael Curtis Daniel	Director	1 Jan 2002	Other	4476150
Donald R Kimble	Director	1 Jan 2002	Other	4506915
Ronald Eric Lindquist	Vice-president	1 Jan 2004	Other	2748812
John Mark Mckenzie	Vice president	1 Jan 2004	Other	2769057
Hunting Folger Deutsch	Director	1 Feb 2004	Other	4400806
Thomas John Torio	Vice-president	1 Feb 2004	Other	2303771
Tin Yee Chan	Vice-president	1 Feb 2004	Other	3119094
Donald William Korn	Vice-president	1 Feb 2004	Other	4763823
David Brian Parks	Vice-president	1 Jun 2004	Other	4665680
John William Travis	Secretary	1 Jul 2004	Other	3122695
Joan M Guerin	Compliance officer	1 Jul 2004	Other	1591552
Carol Ward Deckbar	Vice-president	1 Jul 2004	Other	4056286
John Preston Boston	Vice-president	1 Jul 2004	Other	4592143
Mark James Gilbert	Chief compliance officer	1 Oct 2004	Other	4854604
Hardie Bradford Kimbrough	Director	1 Apr 2005	Other	4964388
Conor Patrick Gallagher	Chief financial officer	1 Jul 2005	Other	4797820
Brian B Sullivan	Chairman	1 Aug 2005	Other	2741207
Thomas Barton Twitty	Director	1 Aug 2005	Other	4657089
Andrew Chambless	Secretary	1 Mar 2006	Other	5119116
Brian B Sullivan	President	1 Jul 2006	Other	2741207
Mark James Gilbert	Secretary	1 Jul 2006	Other	4854604
Joseph Clement Weller	Director	1 Nov 2006	Other	462863
Charles Darryl Maxwell	Secretary/treasurer	1 Nov 2006	Other	1492875
Inc. Morgan Asset Management	Direct owner/holding company	1 Nov 2006	75% - 100%	111715
James Kenneth Alderman	Director	1 Nov 2006	Other	4394395
Michele Fowler Wood	Chief compliance officer	1 Nov 2006	Other	4534832
Walter Allan Hellwig	Vice-president	1 Nov 2006	Other	2270561

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Amsouth Bancorporation	Holding company	1 Aug 1996	75% - 100%	63-0591257
Regions Financial Corporation	Holding company	1 Nov 2006	75% - 100%	63-0371391

Based in Birmingham

The principal office where Amsouth Asset Management, Inc. performs its advisory services is located at 1901 6 Th Avenue North, Birmingham, AL 35203, which is also the mailing address of the firm. An additional office of the firm is in Clearwater, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 205-264-4230 or by fax 205-326-5488. The normal business hours are 8:00am to 5:00pm (central) on Monday - Friday.