ADVANCE CAPITAL MANAGEMENT INC
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About the firm
Advance Capital Management offers personalized financial and investment management services, with a dedicated adviser to partner with for all financial and investment needs. The firm helps clients accumulate wealth or transition into retirement through comprehensive financial planning solutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, retirement planning, investment management, 401k management, institutional investing, and corporate retirement plans.
Who they serve
Individuals accumulating wealth or transitioning into retirement, including AT&T employees and federal employees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 5,756 | $1.9B |
| High Net Worth Individuals | 1,531 | $3.0B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 47 | $40M |
| State/Municipal Entities | 16 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
31 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.00% |
| Next $500,000 | 0.80% |
| Over $1,000,000 | 0.65% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ADVANCE CAPITAL MANAGEMENT INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.