AdvisorRanked
90
Clean

ADVANCE CAPITAL MANAGEMENT INC

ONE TOWNE SQUARE, SOUTHFIELD, MI 48076
Fiduciaryfee-onlySEC Registered
248-350-8543 HTTP://WWW.ACADVISER.COM/ CRD #110767
$5.0B
Assets Managed
29
Clients
62
Employees
40
Years Active
since 1986

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46107. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

regulatory46107

1 regulatory action(s) disclosed on Form ADV Item 11.

Resolved

Total complaints on record: 0

Complaint ratio: 0.00 per 100 clients

Industry average is approximately 0.15 complaints per 100 clients. A ratio above 0.30 is considered elevated.

Firm Details

Legal NameADVANCE CAPITAL MANAGEMENT INC
CRD Number#110767
SEC RegisteredYes
Registration Date1986-10-09
States RegisteredMI
Assets Under Management$5.0B
Number of Clients29
Employees62
Compensation Typefee-only
Last ADV Filing46107

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Frequently Asked Questions

Is ADVANCE CAPITAL MANAGEMENT INC a fiduciary?

Yes. ADVANCE CAPITAL MANAGEMENT INC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does ADVANCE CAPITAL MANAGEMENT INC charge clients?

ADVANCE CAPITAL MANAGEMENT INC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does ADVANCE CAPITAL MANAGEMENT INC have any complaints?

No. ADVANCE CAPITAL MANAGEMENT INC has zero complaints or disciplinary actions on file with the SEC or FINRA across 40 years of operation.

How does ADVANCE CAPITAL MANAGEMENT INC compare to other advisors in SOUTHFIELD?

ADVANCE CAPITAL MANAGEMENT INC has a Red Flag Score of 90/100. There are 13 registered advisory firms in SOUTHFIELD. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46107. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.