Wealth Manager
    SEC Registered
    Manages Private Funds

    Advance Capital Management Inc

    Registered investment advisor · Southfield, Michigan · CRD #110767

    Assets Under Management
    $5B
    Client Accounts
    14,835
    Employees
    62
    CRD Number
    110767
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Advance Capital Management Inc

    Advance Capital Management, Inc. is a Registered Investment Advisor based in Southfield, Michigan, founded in 1986 by former Michigan Bell executives. The firm is employee-owned and operates as a fee-only adviser, employing approximately 52 staff members and generating around $9.4 million in annual revenue. The company provides a variety of financial services for both individual and institutional clients. For individuals, it offers personalized financial and retirement planning, as well as inve

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Advance Capital Management Inc

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    Frequently Asked Questions

    What is Advance Capital Management Inc's AUM?

    Advance Capital Management Inc reports approximately $5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Advance Capital Management Inc headquartered?

    Advance Capital Management Inc is headquartered in Southfield, Michigan.

    What is Advance Capital Management Inc's CRD number?

    Advance Capital Management Inc's CRD number is 110767. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Advance Capital Management Inc manage?

    Advance Capital Management Inc manages approximately 14,835 client accounts according to its latest SEC filing.

    Is Advance Capital Management Inc SEC registered?

    Yes, Advance Capital Management Inc is registered with the SEC as an investment adviser with an approved registration status.

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