Confidential Management Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Troy, MI. Its latest Form ADV filing, dated March 27, 2026, reports $162M in regulatory assets under management, 1 employee, and 132 accounts.
Assets Under Management
$162M
Employees
1
Offices
--
Total Clients
69
Primary office
TROY, MI
1700 WEST BIG BEAVER, SUITE 320, TROY, MI, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 73.9% of total clients.
Top client categories% of clientsClients
1
HNWI
73.9%
51
2
Individuals
26.1%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$162Mas of March 27, 2026
Discretionary99.5%
$161M
100% of total RAUM99.5%
Non-discretionary0.5%
$794K
0% of total RAUM0.5%
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$162M
Total Accounts132
10Y AUM Change+$59M (+57.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee69:1
10Y Employee Change-1 (-50.0%)
* 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.