M1 CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2011

Total AUM

$450M

Discretionary

$450M

100% of AUM

Avg account

$442K

Accounts

1,020

Employees

Advisory reps

Firm details

Headquarters: TROY, Michigan
CRD number: 158269
Registered since: July 27, 2011
Website: www.m1capitalmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI67.96%
Individuals21.02%
Corporations / Businesses8.5%
Charitable Organizations1.27%
Pension & Profit Sharing Plans1.25%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

M1 Capital Management LLC is an independent registered investment adviser formed in 2011 and organized as an LLC. The firm acts as a capital allocator and serves both individual and family clients as well as institutional investors. Its fee model includes asset-based fees and fixed-fee engagements. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and educational workshops. M1 is not positioned as an ESG-focused manager and is not identified as a multi-state adviser in the source data. Industry affiliations listed in filings include relationships with other investment advisers, an insurance company, and a real estate broker.