|
⚲
|
| Keyboard |
| M1 Capital Management
✚
|
|
|---|---|
| CRD # | 158269 |
| SEC # | 801-72578 |
| CIK # | 0001976157 |
| AUM | 450.4 M (2026-03-23) |
| Employees | 12 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 248-556-4600 |
| Address | 200 E Big Beaver Rd Troy, MI 48083 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 20.2 | ||
| Facebook Inc | 4.5 | ||
| Nvidia Corp | 2.7 | ||
| Amazon Com Inc | 2.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 278 | 94.7 |
| (b) Individuals (high net worth individuals) | 105 | 306.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (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 | 8 | 5.6 |
| (h) Charitable organizations | 4 | 5.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 8 | 38.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,020 | 450.4 |
| By Discretionary | ||
| Discretionary | 1,020 | 450.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,020 | 450.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 450.4 | |
| Total | 1,020 | 450.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001976157] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 7 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Retirement Consulting Group Inc
✚
|
OR | 457.0 M |
|
Five Oceans Advisors LLC
✚
|
456.2 M | |
|
SBE LLC DBA Cedar Cove Wealth Partners
✚
|
MN | 455.0 M |
|
Axient Investment Advisors LLC
✚
|
AL | 454.0 M |
|
Prentiss Smith & Company Inc
✚
|
VT | 453.1 M |
|
Kinetic Investment Management Inc
✚
|
CA | 450.9 M |
|
Nikulski Financial Inc
✚
|
IA | 449.0 M |
|
MainStreet RIA LLC
✚
|
MO | 446.4 M |
|
Arcadia Wealth Management LLC
✚
|
NH | 445.5 M |
|
Bright Road Wealth Management LLC
✚
|
AK | 443.3 M |