# Benjamin Shively

> Benjamin Shively is a fee-only financial advisor at AMI Investment Management in Kendallville, Indiana, who holds the CFP credential. AMI Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/benjamin-shively/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** AMI Investment Management
- **Based in:** Kendallville, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $963.6M across 764 accounts
- **Credentials:** CFP
- **CRD:** 3051154 (https://adviserinfo.sec.gov/individual/summary/3051154)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 66 (1999)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.amiinvestment.com

## Frequently asked questions

### Is Benjamin Shively a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and AMI Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Benjamin charge for financial advice?

Benjamin's firm, AMI Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Benjamin Shively based?

Benjamin Shively is based in Kendallville, Indiana.

### What credentials does Benjamin Shively hold?

Benjamin Shively holds the CFP credential.

### Is Benjamin Shively registered with the SEC?

Yes. Benjamin Shively is registered as an investment adviser representative in IN (CRD 3051154), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does AMI Investment Management manage?

AMI Investment Management reports $963.6M across 764 accounts in assets under management.

### How do I contact Benjamin Shively?

Through Benjamin's website, www.amiinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3051154): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.