|
⚲
|
| Liberty Capital Management Inc
✚
|
|
|---|---|
| CRD # | 106063 |
| SEC # | 801-42852 |
| CIK # | 0001366838 |
| AUM | $849.5 M (2026-02-10) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 248-258-9290 |
| Address | 401 S Old Woodward Avenue Birmingham, MI 48009 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 24.8 | ||
| Nvidia Corp | 21.5 | ||
| Alphabet Inc | 21.4 | ||
| Amazon Com Inc | 15.6 | ||
| Costco Wholesale Corp /NEW | 14.6 | ||
| Visa Inc | 11.9 | ||
| Applied Industrial Technologies Inc | 11.7 | ||
| Fortinet Inc | 10.7 | ||
| AbbVie Inc | 10.7 | ||
| Aflac Inc | 9.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 18.4 |
| (b) Individuals (high net worth individuals) | 126 | 762.7 |
| (c) Banking or thrift institutions | 0 | 13.4 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 13.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 9.6 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 32.3 |
| (n) Other | 0 | 0.0 |
| Total | 430 | 849.5 |
| By Discretionary | ||
| Discretionary | 403 | 766.0 |
| Non-Discretionary | 27 | 83.5 |
| Total | 430 | 849.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 849.5 | |
| Total | 430 | 849.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001366838] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
HH Capital Management Inc
✚
|
CA | 0.9 |
|
Affinity Capital Advisors LLC
✚
|
CA | 0.9 |
|
Channel Wealth LLC
✚
|
CA | 0.9 |
|
Whitaker-Myers Wealth Managers Ltd
✚
|
OH | 0.9 |
|
NS Management Ltd
✚
|
0.9 | |
|
Avenir Corporation
✚
|
VA | 0.8 |
|
Silverlake Wealth Management LLC
✚
|
VT | 0.8 |
|
Bason Asset Management LLC
✚
|
CO | 0.8 |
|
Pennsylvania Capital Management Inc
✚
|
PA | 0.8 |
|
BNC Wealth Management LLC
✚
|
OR | 0.8 |