Liberty Capital Management Inc
Firm details
- Headquarters
- Birmingham, Michigan
- CRD number
- 106063
- Registered since
- December 8, 1992
- Website
- lcmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC., COMERICA SECURITIES,INC., UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.79%
- Corporations / Businesses3.8%
- Individuals2.16%
- Banking / Thrift Institutions1.58%
- Charitable Organizations1.54%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Liberty Capital Management Inc. is an independent registered investment adviser that has operated since the early 1990s. The firm is structured as a corporation owned by an individual and primarily advises high-net-worth individuals and families. Its advisory work centers on discretionary portfolio management for both private clients and small businesses, with the capability to manage portfolios for business or institutional accounts as well. Fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. FINTRX flags the firm as not acting as a capital allocator and not positioning itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Public Funds/Mutual Funds14%
- State & Local Bonds12%
- Cash & Cash Equivalents6%
- US Government Bonds2%
Owners & executives
1 of 1
Kenneth Carbaugh
President, CEOCRD 6605053
Contacts
3 of 3
James Howe
Investment Advisor RepresentativeCRD 7415115
Suzanne Aitchison
Investment Advisor RepresentativeCRD 1624245
Charles Dettloff
Senior Vice PresidentCRD 2423584
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$198M in ETFs
87%
$172M
12%
$26.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $45.8M | 123,891 | 23.13% |
Location
Birmingham, MI
Oakland
Location
Birmingham, MI
Headquartered in Birmingham, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 401 S Old Woodward Ave
- Time zone
- ET (UTC-5)
- Office locations
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