# XLM Capital Management

> XLM Capital Management is a state-registered investment advisory firm in Dexter, MI, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 129869
- Filed as: XLM CAPITAL MANAGEMENT
- Legal name: XLM Capital Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dexter, MI
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129869
- AdvisorCensus page: https://advisorcensus.com/firm/xlm-capital-management-dexter-mi-129869

## Quick answers

**How is XLM Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), XLM Capital Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

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

**Is XLM Capital Management registered with the SEC or a state?**
XLM Capital Management is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 129869.

**How much does XLM Capital Management manage?**
XLM Capital Management reports $96,537,974 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (79% discretionary).

**What types of clients does XLM Capital Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (24).

**Does XLM Capital 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/129869

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $96,537,974
- Discretionary: $75,935,486
- Non-discretionary: $20,602,488

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $2,031,829 |
| High net worth individuals | 24 | $94,506,145 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. XLM Capital Management (CRD 129869): Form ADV filing data as of October 2026.