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GPM GROWTH INVESTORS, INC.

CRD 107645File 801-43846
APPROVED
Retail clients
Filing as of Mar 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$281.3M
Below cohort median (national)
Discretionary AUM
$270.8M
Non-discretionary $10.5M
Clients
217
531 accounts
Employees
5
Below cohort median in MI

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
May 5, 1993
Principal office
39533 WOODWARD AVE, SUITE 145, BLOOMFIELD HILLS, MI, 48304
Phone
248-865-0518

Assets & accounts

ADV Item 5F
Total regulatory AUM
$281.3M
Discretionary AUM
$270.8M
Non-discretionary AUM
$10.5M
Discretionary accounts
523
Non-discretionary accounts
8
Total accounts
531
AUM per client
$1.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$2.1M
Charitable organizationsFewer than 5$1.7M
High net worth individuals66$232.3M
Pension and profit sharing plansFewer than 5$3.4M
Individuals (other than high net worth individuals)151$41.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients207217increased by10
Apr 1, 2026AUM$258,081,531$281,313,485increased by$23,231,954
Apr 1, 2026Accounts492531increased by39
May 1, 2025
vs Oct 1, 2022
Clients162207increased by45
May 1, 2025
vs Oct 1, 2022
AUM$218,877,569$258,081,531increased by$39,203,962
May 1, 2025
vs Oct 1, 2022
Accounts181492increased by311
Apr 1, 2022Clients175162decreased by13
Apr 1, 2022AUM$229,550,000$218,877,569decreased by$10,672,431
Apr 1, 2022Accounts492181decreased by311
Dec 1, 2021Employees45increased by1
Dec 1, 2021Clients167175increased by8
Dec 1, 2021AUM$180,614,000$229,550,000increased by$48,936,000
Dec 1, 2021Accounts374492increased by118
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “GPM GROWTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GPM GROWTH” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.