ADVANCE CAPITAL MANAGEMENT INC

CRD 110767File 801-28092

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 26, 2026

Feed vintage Aug 17, 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

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, 5G

Compensation

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
Aug 17, 2026	Clients	7365	7363
Aug 12, 2026	Registration	—	APPROVED

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.