BIRMINGHAM, MICRD 106063Latest ADV February 10, 2026
Liberty Capital Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Birmingham, MI. Its latest Form ADV filing, dated February 10, 2026, reports $849M in regulatory assets under management, 4 employees, and 430 accounts.
Assets Under Management
$849M
Employees
4
Offices
--
Total Clients
160
Primary office
BIRMINGHAM, MI
401 S OLD WOODWARD AVENUE, STE 430, BIRMINGHAM, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 78.8% of total clients.
Top client categories% of clientsClients
1
HNWI
78.8%
126
2
Individuals
21.3%
34
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$849Mas of February 10, 2026
Discretionary90.2%
$766M
90% of total RAUM90.2%
Non-discretionary9.8%
$83M
10% of total RAUM9.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$849M
Total Accounts430
10Y AUM Change+$577M (+211.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee40:1
10Y Employee Change-2 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.