FARMINGTON HILLS, MICRD 116889Latest ADV April 29, 2026
The Enterprise Investment Company is an SEC registered investment adviser organized as a corporation with a primary office location in Farmington Hills, MI. Its latest Form ADV filing, dated April 29, 2026, reports $607M in regulatory assets under management, 7 employees, and 1,106 accounts.
Assets Under Management
$607M
Employees
7
Offices
--
Total Clients
841
Primary office
FARMINGTON HILLS, MI
30301 NORTHWESTERN HIGHWAY, SUITE 200, FARMINGTON HILLS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 94.5% of total clients.
Top client categories% of clientsClients
1
HNWI
94.5%
795
2
Pension Plans
5.5%
46
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$607Mas of April 29, 2026
Discretionary83.6%
$507M
84% of total RAUM83.6%
Non-discretionary16.4%
$100M
16% of total RAUM16.4%
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$607M
Total Accounts1,106
10Y AUM Change+$440M (+262.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee120:1
10Y Employee Change+3 (+75.0%)
* 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.