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Firm profile

Advance Capital Management Inc.

SOUTHFIELD, MICRD 110767Latest ADV March 26, 2026

Advance Capital Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Southfield, MI. Its latest Form ADV filing, dated March 26, 2026, reports $5.0B in regulatory assets under management, 62 employees, 7 offices, and 14,835 accounts.

Assets Under Management
$5.0B
Employees
62
Offices
7 offices
Total Clients
7,365
Primary office
SOUTHFIELD, MI
ONE TOWNE SQUARE, SUITE 444, SOUTHFIELD, MI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOElizabeth C. Gardner
CFOJulie A. Katynski

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 78.2% of total clients.
Top client categories% of clientsClients
1
Individuals
78.2%
5,756
2
HNWI
20.8%
1,531
3
Pension Plans
0.6%
47
4
Charitable
0.2%
16
5
Corporations
0.2%
13
Additional categories (<0.1%)
HEALTH SAVINGS BROKERAGE<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$5.0Bas of March 26, 2026
Discretionary98.5%
$4.9B
98% of total RAUM98.5%
Non-discretionary1.5%
$76M
2% of total RAUM1.5%
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.

Total AUM$5.0B
Total Accounts14,835
10Y AUM Change+$2.8B (+131.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees62
Clients per Employee119:1
10Y Employee Change+11 (+21.6%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.