LIBERTY CAPITAL MANAGEMENT INC
SEC RegisteredFinancial freedom is not an option. It's the only option.
About the firm
Liberty Capital Management was founded 30 years ago to help clients with their investing needs. The firm expanded over time to encompass wealth management – planning for retirement and other significant milestones – so we could advise clients throughout their different life stages. As your wealth management advisor, we look to provide the right advice, at the right time, at the right price, guiding you at every turn.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management integrating investment management, retirement planning, estate planning, tax planning, retirement income, and education planning; charitable giving (charitable remainder trust, donor advised funds, qualified charitable donation for IRA); tax planning strategies including tax loss harvesting and dynamic withdrawal strategies; investment management including asset allocation, investment selection, and rebalancing; retirement income review; and education planning including 529 plans.
Who they serve
Early savers, midlife accumulators, pre-retirees, and retirees; generations of families served as investment managers; clients who may not have the time, the inclination, or the skills to plan and invest.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 34 | $18M |
| High Net Worth Individuals | 126 | $763M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of February 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LIBERTY 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.
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