CONFIDENTIAL MANAGEMENT ADVISORS, INC.
  • CONFIDENTIAL MANAGEMENT ADVISORS, INC.
  • CMC CAPITAL
  • CONFIDENTIAL MANAGEMENT PLANNING SERVICES, INC.

Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 11/05/2009
Other registrations (4)
ADV Location TROY, MI, United States
Contact Info 248 xxxxxxx
Websites
AUM* 161,889,433 9%
of that, discretionary 161,095,240 14%
Number of Employees 1 -50%
of those in investment advisory functions 1 -50%
Private Fund GAV* 0
Avg Account Size 1,226,435 31%
% High Net Worth 73.91% -7%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

161M 138M 115M 92M 69M 46M 23M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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