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THE ENTERPRISE INVESTMENT COMPANY
CRD 116889File 801-103471
APPROVED
Retail clients
Filing as of Apr 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$607.1M
Above cohort median (national)
Discretionary AUM
$507.4M
Non-discretionary $99.7M
Clients
841
1,106 accounts
Employees
7
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 24, 2015
- Principal office
- 30301 NORTHWESTERN HIGHWAY, SUITE 200, FARMINGTON HILLS, MI, 48334
- Phone
- 248-539-8282
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $607.1M
- Discretionary AUM
- $507.4M
- Non-discretionary AUM
- $99.7M
- Discretionary accounts
- 940
- Non-discretionary accounts
- 166
- Total accounts
- 1,106
- AUM per client
- $722K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 795 | $563.8M |
| Pension and profit sharing plans | 46 | $43.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Clients | 413 | 841 | increased by428 |
| May 1, 2026 | AUM | $479,569,513 | $607,092,382 | increased by$127,522,869 |
| May 1, 2026 | Accounts | 1,027 | 1,106 | increased by79 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 418 | 413 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $305,358,753 | $479,569,513 | increased by$174,210,760 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 920 | 1,027 | increased by107 |
| Jul 1, 2022 | Employees | 8 | 7 | decreased by1 |
| May 1, 2022 | Employees | 7 | 8 | increased by1 |
| May 1, 2022 | Clients | 330 | 418 | increased by88 |
| May 1, 2022 | AUM | $258,951,360 | $305,358,753 | increased by$46,407,393 |
| May 1, 2022 | Accounts | 846 | 920 | increased by74 |
| May 1, 2021 | Clients | 291 | 330 | increased by39 |
| May 1, 2021 | AUM | $186,581,677 | $258,951,360 | increased by$72,369,683 |
| May 1, 2021 | Accounts | 679 | 846 | increased by167 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ENTERPRISE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ENTERPRISE INVESTMENT” 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.