M1 CAPITAL MANAGEMENT LLC

Legal name: M1 CAPITAL MANAGEMENT

CRD 158269File 801-72578

APPROVED

Retail clients

Filing as of Mar 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$450.4M

Above cohort median (national)

Discretionary AUM

$450.4M

Clients

403

1,020 accounts

Employees

Above cohort median in MI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jul 27, 2011
Principal office: 200 E BIG BEAVER RD, STE 132, TROY, MI, 48083
Phone: 248-556-4600
Website: HTTP://WWW.M1CAPITALMANAGEMENT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $450.4M
Discretionary AUM: $450.4M
Non-discretionary AUM: $0
Discretionary accounts: 1,020
Non-discretionary accounts: 0
Total accounts: 1,020
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	8	$38.3M
Charitable organizations	Fewer than 5	$5.7M
High net worth individuals	105	$306.1M
Pension and profit sharing plans	8	$5.6M
Individuals (other than high net worth individuals)	278	$94.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
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: 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

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.