# Liberty Capital Management Inc

> Liberty Capital Management Inc is an SEC-registered investment advisory firm in Birmingham, MI, registered since 1992, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 106063
- Filed as: LIBERTY CAPITAL MANAGEMENT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Birmingham, MI
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106063
- AdvisorCensus page: https://advisorcensus.com/firm/liberty-capital-management-inc-birmingham-mi-106063

## Quick answers

**How is Liberty Capital Management Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Liberty Capital Management Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Liberty Capital Management Inc charge?**
Its Form ADV Part 2A brochure dated February 10, 2026 states: Asset-based fee: 0.25% to 0.75% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Liberty Capital Management Inc located?**
Liberty Capital Management Inc's principal office is in Birmingham, MI, according to its Form ADV.

**Is Liberty Capital Management Inc registered with the SEC or a state?**
Liberty Capital Management Inc is an SEC-registered investment advisory firm, registered since 1992. Status as filed: Approved. CRD 106063.

**How much does Liberty Capital Management Inc manage?**
Liberty Capital Management Inc reports $849,467,215 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (90% discretionary).

**How have Liberty Capital Management Inc's assets and staff changed since 2021?**
In the Form ADV data for Liberty Capital Management Inc: Regulatory assets under management: $450,080,771 in the October 2021 data and $849,467,215 in the October 2026 data, up 89%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Liberty Capital Management Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (126); individuals (other than high net worth individuals) (34).

**Which custodians does Liberty Capital Management Inc use?**
Liberty Capital Management Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Comerica Bank and UBS Financial Services as custodians holding 10% or more of its separately managed account assets.

**Does Liberty Capital Management Inc 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/106063

**What changed in Liberty Capital Management Inc's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $752,155,577 to $849,467,215 (+13%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 10, 2026)

- Asset-based fee: 0.25% to 0.75% a year (a range, as the brochure states it)

> Fee rates vary under our current fee structure, typically ranging from 0.25% up to 0.75% of a client’s assets and may be charged as a tiered or flat fee.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Comerica Bank
- UBS Financial Services

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.

### Regulatory assets under management (Item 5.F)
- Total: $849,467,215
- Discretionary: $765,972,833
- Non-discretionary: $83,494,382

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $18,368,970 |
| High net worth individuals | 126 | $762,733,046 |
| Banking or thrift institutions | Fewer than 5 | $13,390,959 |
| Charitable organizations | Fewer than 5 | $13,106,938 |
| Other investment advisers | Fewer than 5 | $9,589,606 |
| Corporations or other businesses not listed above | Fewer than 5 | $32,277,696 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 1992 (33 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, MI, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [libertycapitalmi.com](https://libertycapitalmi.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $450,080,771 | 3 | September 22, 2021 |
| October 2022 | $517,819,116 | 3 | February 25, 2022 |
| October 2023 | $467,131,101 | 3 | August 28, 2023 |
| October 2024 | $605,378,072 | 4 | February 6, 2024 |
| October 2025 | $752,155,577 | 4 | March 2, 2025 |
| October 2026 | $849,467,215 | 4 | February 10, 2026 |

Regulatory assets under management: $450,080,771 in the October 2021 data and $849,467,215 in the October 2026 data, up 89%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $752,155,577 to $849,467,215 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Liberty Capital Management Inc (CRD 106063): Form ADV filing data as of October 2026.