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
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.
Latest 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%)
* 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.