# ACE Management

> ACE Management is a state-registered investment advisory firm in East Lansing, MI, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 25, 2024.

- CRD: 306881
- Filed as: ACE MANAGEMENT
- Legal name: ACE Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: East Lansing, MI
- Filing period: October 2026
- Form ADV filing dated: June 25, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306881
- AdvisorCensus page: https://advisorcensus.com/firm/ace-management-east-lansing-mi-306881

## Quick answers

**How is ACE Management compensated?**
On its Form ADV (Item 5.E, October 2026), ACE Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is ACE Management located?**
ACE Management's principal office is in East Lansing, MI, according to its Form ADV.

**Is ACE Management registered with the SEC or a state?**
ACE Management is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306881.

**How much does ACE Management manage?**
ACE Management reports $13,500,000 in regulatory assets under management in its Form ADV filing dated June 25, 2024 (0% discretionary).

**What types of clients does ACE Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (81); high net worth individuals (10); corporations or other businesses not listed above (2).

**Does ACE Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306881

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $13,500,000
- Discretionary: $0
- Non-discretionary: $13,500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 81 | $6,250,000 |
| High net worth individuals | 10 | $6,500,000 |
| Charitable organizations | 1 | $350,000 |
| Corporations or other businesses not listed above | 2 | $400,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- acefinancialadvisors.com
- LinkedIn @ace-management-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ACE Management (CRD 306881): Form ADV filing data as of October 2026.