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THE ENTERPRISE INVESTMENT COMPANY
CRD 116889File 801-103471
APPROVED
Retail clients
Filing as of Apr 29, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.