Victoria Kugler
AMI Investment Management · Kendallville, Indiana
Victoria Kugler is a fee-only financial advisor at AMI Investment Management in Kendallville, Indiana. AMI Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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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 |
| SEC registration | Investment adviser representative in IN · CRD 8151001 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.amiinvestment.com |
How Victoria's firm compares
- AMI Investment Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 764 accounts).
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Questions about Victoria
Is Victoria Kugler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Victoria 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 Victoria charge for financial advice?
Victoria's firm, AMI Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Victoria Kugler based?
Victoria Kugler is based in Kendallville, Indiana.
Is Victoria Kugler registered with the SEC?
Yes. Victoria Kugler is registered as an investment adviser representative in IN (CRD 8151001), 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 Victoria Kugler?
Through Victoria'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.
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