AdvisorCensus / Financial advisors / Michigan / Detroit / Duet Advisory Services LLC
Duet Advisory Services LLC is an SEC-registered investment advisory firm in Bingham Farms, MI, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.
Quick answers
From the filingHow is Duet Advisory Services LLC compensated?
On its Form ADV (Item 5.E, October 2026), Duet Advisory Services LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Duet Advisory Services LLC located?
Duet Advisory Services LLC's principal office is in Bingham Farms, MI, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Duet Advisory Services LLC registered with the SEC or a state?
Duet Advisory Services LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 283584.
How much does Duet Advisory Services LLC manage?
Duet Advisory Services LLC reports $316,487,378 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (98% discretionary).
How have Duet Advisory Services LLC's assets and staff changed since 2024?
In the Form ADV data for Duet Advisory Services LLC: Regulatory assets under management: $239,357,006 in the October 2024 data and $316,487,378 in the October 2026 data, up 32%. Total employees: 9 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Duet Advisory Services LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (182); high net worth individuals (100); pension and profit sharing plans (but not the plan participants or government pension plans) (1).
Which custodians does Duet Advisory Services LLC use?
Duet Advisory Services LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Duet Advisory Services LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283584
Does Duet Advisory Services LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 12, 2026 says: "While Duet does not impose mandatory requirements for opening or maintaining investment advisory accounts, Duet generally seeks to provide those services to clients having at least $250,000 in assets designated for management."
What changed in Duet Advisory Services LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $277,883,875 to $316,487,378 (+14%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $250,000
The brochure's wording
While Duet does not impose mandatory requirements for opening or maintaining investment advisory accounts, Duet generally seeks to provide those services to clients having at least $250,000 in assets designated for management.
As stated in the firm's Form ADV Part 2A brochure dated March 12, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$316,487,378 as of October 2026, filing dated March 12, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Also doing business as
- CENTS & SENSIBILITY, INC., STAR WEALTH MANAGEMENT CORPORATION
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 7. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the April 2026 filing
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $316,487,378 | 7 | March 12, 2026 |
| October 2025 | $277,883,875 | 9 | March 13, 2025 |
| October 2024 | $239,357,006 | 9 | September 10, 2024 |
Regulatory assets under management: $239,357,006 in the October 2024 data and $316,487,378 in the October 2026 data, up 32%.
Total employees: 9 in October 2024 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $277,883,875 to $316,487,378 (+14%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Duet Advisory Services LLC (CRD 283584): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/duet-advisory-services-llc-bingham-farms-mi-283584