Advance Capital Management
- Company typePrivate
- Founded1986
- HeadquartersSouthfield, United States
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
Advance Capital Management firmographics
Firmographics- Name
- Advance Capital Management
- Legal name
- Advance Capital Management, Inc.
- Website
- https://acadviser.com
- Company type
- Private
- Founded year
- 1986
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Advance Capital Management industry classification
Industry- Product category
- Investment Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Fee-Only Advisory (FSAEAAAL)
- akta.pro secondary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Advance Capital Management is headquartered
LocationHeadquarters
- HQ city
- Southfield
- HQ country
- United States
- HQ region
- North America
Offices8 records
Markets served
Advance Capital Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Advisory Fees: The firm charges advisory fees based on a percentage of investable assets under management. Financial planning services are provided at no cost until the client begins investing assets with the firm. This is a fee-only model with no commissions, aligning adviser interests with client outcomes.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Percentage of assets under management |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Advance Capital Management product offering
Product offeringCore offering
Advance Capital Management is a fee-only registered investment adviser providing personalized financial planning, retirement planning, investment management, and 401(k) management services to individual and institutional clients. The firm uses an evidence-based investing approach supported by an in-house investment team that manages discretionary model portfolios, and serves clients through eight office locations across Michigan, Ohio, Illinois, and Texas with remote services available nationwide. Advisory fees are charged as a percentage of assets under management, with no fee assessed for financial planning until the client begins investing with the firm.
Product overview
Advance Capital Management is a registered investment advisory firm offering a unified suite of financial advisory services organized around core planning and investment management offerings. The primary service portfolio includes Financial Planning, Retirement Planning, Investment Management, 401(k) Management, Institutional Investing, and Corporate Retirement Plans. These services are delivered through dedicated financial advisers who provide personalized strategies for individual and institutional clients. Complementing the advisory services, the firm offers a collection of educational resources including the AT&T Employee Retirement Guide e-book, Your Money in Your 50s planning guide, an Inheritance Webinar, and a When Losing a Loved One financial checklist. The firm operates as a fee-only RIA serving clients across multiple states with offices in Michigan, Ohio, Illinois, and Texas.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive financial planning services that help clients manage their finances, set goals, and create personalized strategies for achieving financial independence; delivered at no cost to the client until they begin investing assets with the firm.
- Retirement Planning Retirement planning services helping clients navigate retirement challenges and pursue their ideal retirement lifestyle, including guidance on Social Security, pension options, and retirement income strategies.
- Investment Management Portfolio management and investment services where the firm's investment specialists build and manage client portfolios tailored to align with their specific financial goals, using an evidence-based investing approach with discretionary model portfolios.
- 401(k) Management 401(k) plan management services including fund selection, allocation strategy, and optimization of employer-sponsored retirement accounts for individual participants.
- Institutional Investing Asset management services for institutions including investment strategy development, portfolio construction, and ongoing management of institutional assets.
- Corporate Retirement Plans Employer-focused retirement plan services including plan design, administration support, and fiduciary guidance for corporate retirement benefit programs serving employer plan sponsors.
Quantifiable outcome
- $3,600 annual company match benefit for AT&T employees contributing 6% to 401(k)
Companies that use Advance Capital Management
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
Advance Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Advance Capital Management partnerships and signals
Strategic signalScale indicators3 records
Recent moves5 records
Expansion highlights5 records
Advance Capital Management competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key highlights7 records
Customer concentration
Advance Capital Management social profiles
Digital presenceAdvance Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Advance Capital Management leadership team
Management profileNumber of profiles
Profiles4 records
Advance Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Advance Capital Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Advance Capital Management
What does Advance Capital Management do?
Advance Capital Management is a fee-only registered investment adviser providing personalized financial planning, retirement planning, investment management, and 401(k) management services to individual and institutional clients. The firm uses an evidence-based investing approach supported by an in-house investment team that manages discretionary model portfolios, and serves clients through eight office locations across Michigan, Ohio, Illinois, and Texas with remote services available nationwide. Advisory fees are charged as a percentage of assets under management, with no fee assessed for financial planning until the client begins investing with the firm.
Is Advance Capital Management a public or private company?
Advance Capital Management is a private company. It is classified as management employee owned and is currently operating.
When was Advance Capital Management founded?
Advance Capital Management was founded in 1986. It employs 101 to 250 people.
Where is Advance Capital Management based?
Advance Capital Management is headquartered in Southfield, United States, in the North America region.
How does Advance Capital Management make money?
One revenue line is on record: advisory Fees.
Does Advance Capital Management have an API?
No public API is recorded for Advance Capital Management.
What industry is Advance Capital Management in?
Advance Capital Management's product category is Investment Advisory Services. Its primary akta.pro industry code is FSAEAAAL, Fee-Only Advisory, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.