Bank / Wealth / TrustRIA · CRD 110767SEC-Registered

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Advance Capital Management

Advance Capital Management was founded in 1986. It operates as a wealth manager focused on planning and investment services. The firm allocates across public...

Advance Capital Management logo

Advance Capital Management

Advance Capital Management was founded in 1986. It operates as a wealth manager focused on planning and investment services. The firm allocates across public markets and private vehicles for its clients. Services extend to retirement accounts and institutional mandates. Geographic reach centers on the United States. The firm employs an undisclosed number of professionals. No additional offices are recorded. No recent operational events from the last 24 months appear in available records. The firm maintains a conventional wealth-management structure without disclosed hybrid vehicles or external club memberships.

General information

Firm type

Wealth Manager

Year founded

1986

AUM

$4.9B

Location

Region

North America

Country

United States

City

Southfield

Frequently asked questions

Who runs investment decisions at Advance Capital Management?

No named principals or CIO appear in public records.

Does Advance Capital Management participate in fund commitments or only direct deals?

The firm provides investment management services without disclosed fund commitments or direct deal programs.

Where does the underlying wealth come from?

Wealth origin is not publicly attributed to any specific family or founder.

What investment stages does Advance Capital Management typically target?

No stage preferences or asset-class allocations are disclosed beyond general investment management.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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