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ADVANCE CAPITAL MANAGEMENT INC
CRD 110767File 801-28092
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.98B
Top 25% of cohort (national)
Discretionary AUM
$4.90B
Non-discretionary $76.2M
Clients
7,363
14,835 accounts
Employees
62
Top 10% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 9, 1986
- Principal office
- ONE TOWNE SQUARE, SUITE 444, SOUTHFIELD, MI, 48076
- Phone
- 248-350-8543
- Website
- HTTP://WWW.ACADVISER.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.98B
- Discretionary AUM
- $4.90B
- Non-discretionary AUM
- $76.2M
- Discretionary accounts
- 14,162
- Non-discretionary accounts
- 673
- Total accounts
- 14,835
- AUM per client
- $676K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $10.2M |
| Charitable organizations | 16 | $24.5M |
| High net worth individuals | 1,531 | $2.98B |
| Pension and profit sharing plans | 47 | $39.9M |
| Individuals (other than high net worth individuals) | 5,756 | $1.93B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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
- Yes
- 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- Q11C1
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 7,365 | 7,363 | decreased by2 |
| Apr 1, 2026 | Employees | 54 | 62 | increased by8 |
| Apr 1, 2026 | Clients | 6,882 | 7,365 | increased by483 |
| Apr 1, 2026 | AUM | $4,504,447,556 | $4,980,840,651 | increased by$476,393,095 |
| Apr 1, 2026 | Accounts | 14,365 | 14,835 | increased by470 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 55 | 54 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 54 | 55 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6,638 | 6,882 | increased by244 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,069,536,806 | $4,504,447,556 | increased by$434,910,750 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 12,532 | 14,365 | increased by1,833 |
| Apr 1, 2022 | Employees | 50 | 54 | increased by4 |
| Apr 1, 2022 | Clients | 6,103 | 6,638 | increased by535 |
| Apr 1, 2022 | AUM | $3,451,072,833 | $4,069,536,806 | increased by$618,463,973 |
| Apr 1, 2022 | Accounts | 11,278 | 12,532 | increased by1,254 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ADVANCE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADVANCE CAPITAL” 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.