Firm profile

M1 CAPITAL MANAGEMENT LLC

TROY, MICRD 158269Latest ADV March 23, 2026

M1 Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Troy, MI. Its latest Form ADV filing, dated March 23, 2026, reports $450M in regulatory assets under management, 12 employees, 1 office, and 1,020 accounts.

Assets Under Management
$450M
Employees
12
Offices
1 office
Total Clients
403
Primary office
TROY, MI
200 E BIG BEAVER RD, STE 132, TROY, MI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(248) 556-4600
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCORyan L. Malloch

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 69.0% of total clients.
Top client categories% of clientsClients
1
Individuals
69.0%
278
2
HNWI
26.1%
105
3
Pension Plans
2.0%
8
4
Corporations
2.0%
8
5
Charitable
1.0%
4
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$450Mas of March 23, 2026
Discretionary100.0%
$450M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

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

Total AUM$450M
Total Accounts1,020
10Y AUM Change+$192M (+74.3%)

Employee Growth by Quarter

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

Total Employees12
Clients per Employee34:1
10Y Employee Change+6 (+100.0%)

* 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.