Amerus Capital Management Group Inc (Des Moines)


Amerus Capital Management Group Inc is a large advisory firm based in Des Moines. It manages $14.68 billion of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Iowa.

Amerus Capital Management Group 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.

Amerus Capital Management Group: assets under management

The assets under management (AUM) of Amerus Capital Management Group Inc is $14.68 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $14.68 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $917.64 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Amerus Capital Management Group Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Amerus Capital Management Group Inc

Mark Volney Heitz has been acting as President since 1 Jun 1998. Victor Neil Daley joined the executive team most recently as the Senior Vice President.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Roger Kay Brooks Director and chairman 1 Jun 1998 Other 4370863
Mark Volney Heitz Director 1 Jun 1998 Other 4370907
Thomas Charles Godlasky Director and president 1 Jun 1998 Other 2739637
Gary Ross Mcphail Director 1 Jun 1998 Other 2149497
Kevin John Wagoner Vice president-investment administrator 1 Jun 1998 Other 4371262
Timothy Scott Reimer Vice president and treasurer 1 Jun 1998 Other 1886048
Amerus Group Co. Owner 1 Jun 1998 75% - 100% 42-1458424
Peter Merriman Birkey Senior vice president-investment and rick managment 1 Aug 1998 Other 2169216
Marsha Alliene Smith Yelick Vice president and chief compliance officer 1 Aug 1998 Other 1260319
Matthew G Haney Vice president, secretary and chief legal officer 1 Aug 1998 Other 4371264
Matthew Gerald Haney Vice president, secretary, chief legal officer and compliance officer 1 Aug 1998 Other 4371264
Michael George Fraizer Senior vice president 1 Jan 1999 Other 3180606
Gene Clinton Harris Senior vice president 1 Jan 1999 Other 4371261
Victor Neil Daley Senior vice president 1 Apr 2000 Other 4520116

Based in Des Moines

The principal office where Amerus Capital Management Group Inc performs its advisory services is located at 699 Walnut Street, Des Moines, IA 50309, 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 515-362-3600 or by fax 515-362-3431. The normal business hours are 8:00am -5:00pm on Monday - Friday.