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| Happy Holidays!! thanks for using AUM13F!! |
| Liberty Capital Management Inc
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| CRD # | 106063 |
| SEC # | 801-42852 |
| CIK # | 0001366838 |
| AUM | $752.2 M (2025-03-02) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 248-258-9290 |
| Address | 401 S Old Woodward Avenue Birmingham, MI 48009 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.2 | ||
| Nvidia Corp | 18.0 | ||
| Intuit Inc | 16.4 | ||
| Costco Wholesale Corp /NEW | 16.0 | ||
| Amazon Com Inc | 14.3 | ||
| Microsoft Corp | 12.6 | ||
| VISA Inc | 12.3 | ||
| Alphabet Inc | 10.8 | ||
| Cintas Corp | 10.8 | ||
| Fiserv Inc | 8.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 13.4 |
| (b) Individuals (high net worth individuals) | 110 | 653.1 |
| (c) Banking or thrift institutions | 0 | 34.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 11.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 9.3 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 31.4 |
| (n) Other | 0 | 0.0 |
| Total | 382 | 752.2 |
| By Discretionary | ||
| Discretionary | 355 | 676.6 |
| Non-Discretionary | 27 | 75.5 |
| Total | 382 | 752.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 752.2 | |
| Total | 382 | 752.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001366838] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BHK Investment Advisors LLC
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|
AL | 0.8 |
|
Morling Financial Advisors LLC
✚
|
CA | 0.8 |
|
Bruton Chisnell Advisors LLC
✚
|
PA | 0.8 |
|
Mirador Capital Partners LP
✚
|
CA | 0.8 |
|
Torreyana Capital LLC
✚
|
CA | 0.8 |
|
Mps-Loria Financial Planners LLC
✚
|
IL | 0.8 |
|
Rothschild Wealth LLC
✚
|
IL | 0.8 |
|
de Groote Financial Group LLC
✚
|
CA | 0.8 |
|
Lebenthal Diversified Asset Management Inc
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|
NY | 0.8 |
|
Moody Aldrich Partners LLC
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|
MA | 0.7 |