ADVANCE CAPITAL MANAGEMENT INC

CRD 110767 · SEC 801-28092

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ONE TOWNE SQUARE, SUITE 444, SOUTHFIELD, MI, 48076, United States

Phone

248-350-8543

Fax

888-579-0424

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$4.98B

Discretionary AUM

$4.90B

Team

62 total employees; 29 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-26

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	5756	$1.93B
High net worth individuals	1531	$2.98B
Pension/profit sharing plans	47	$39.9M
Charitable organizations	16	$24.5M
Corporations/business entities	13	$10.2M

States served

AL, AZ, AR, CA, CO, GA, ID, IL, IN, IA, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, CT, FL

All web addresses on file

HTTP://WWW.ACADVISER.COM/
HTTPS://WWW.FACEBOOK.COM/ACADVISER
HTTPS://WWW.LINKEDIN.COM/COMPANY/ADVANCE-CAPITAL_2/
https://x.com/Advance_Capital
https://www.youtube.com/@AdvanceCapitalManagement
https://www.youtube.com/@ATTRetirementUniversity
https://www.youtube.com/@JeffLidoCFP

Official SEC filing: View on IAPD