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Amg Capital Management, Inc. (San Antonio)


Amg Capital Management, Inc. is a related adviser based in San Antonio. It manages $743.53 thousand of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Texas.

Amg Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Amg Capital Management: assets under management

The assets under management (AUM) of Amg Capital Management, Inc. is $743.53 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $743.53 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $41.31 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Amg Capital 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.

Based in San Antonio

The principal office where Amg Capital Management, Inc. performs its advisory services is located at 40 Ne Loop 410, San Antonio, TX 78216, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 210-340-6880 or by fax 210-340-5860. The normal business hours are 8:30am - 5:30pm on Monday - Friday.


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