M1 CAPITAL MANAGEMENT LLC

M1 CAPITAL MANAGEMENT

CRD 158269 · SEC 801-72578

Visit website

200 E BIG BEAVER RD, STE 132, TROY, MI, 48083, United States

Phone

248-556-4600

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$450.4M

Discretionary AUM

$450.4M

Team

12 total employees; 6 advisory reps; 7 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

Services

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

Client types

Type	Clients	AUM
Individuals	278	$94.7M
High net worth individuals	105	$306.1M
Pension/profit sharing plans	8	$5.6M
Charitable organizations	4	$5.7M
Corporations/business entities	8	$38.3M

States served

AZ, CA, IL, LA, MI, NC, MO, TX, FL

All web addresses on file

HTTP://WWW.M1CAPITALMANAGEMENT.COM
https://www.facebook.com/m1capitalmgmt
https://x.com/m1capitalmgmt
https://www.linkedin.com/company/m1capitalmgmt/

Official SEC filing: View on IAPD