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, individual-owned registered investment adviser that has been SEC registered since 1992. The firm focuses on portfolio management for individuals, small businesses and other business or institutional clients. Its client base is primarily individual and family investors. Fee arrangements include a percentage-of-AUM component alongside hourly and fixed-fee options, and the firm does not identify itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$211M in ETFs
89%
$188M
9%
$23.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $46.6M | 124,539 | 22.12% |
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
Similar firms
Q3 Asset Management Corporation
RIABirmingham, MI
Valstone Partners VI
RIABirmingham, MI
Sturbridge Capital LLC
RIABirmingham, MI
TRP Capital Advisors V, LLC
RIABirmingham, MI
Strength Capital Partners, LLC
RIABirmingham, MI
Planning Alternatives Ltd
RIABirmingham, MI