Benjamin Shively
AMI Investment Management · Kendallville, Indiana
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.
Request an introduction to Benjamin →
Facts
| Firm | AMI Investment Management |
|---|---|
| Based in | Kendallville, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $963.6M across 764 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 3051154 |
| Exams passed | Series 66 (1999) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.amiinvestment.com |
| Profile |
How Benjamin's firm compares
- AMI Investment Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 764 accounts).
Request an introduction to Benjamin
Tell Benjamin a little about what you're looking for. Benjamin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Benjamin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.