M1 CAPITAL MANAGEMENT LLC
SEC RegisteredDeveloping Financial Independence.
About the firm
M1 Capital Management is a financial advisory firm dedicated to providing investment management and strategic wealth planning specific to each client's situation. The firm strives to be a trusted advisor, offering unbiased opinions designed to achieve long-term investment results. They are dedicated to professionally supporting, educating, and providing informed direction to each client with trust, integrity, and respect using a team approach.
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 planning, tax planning, insurance planning, retirement plan consulting and 401(k) benchmarking, qualified tuition plans, annuities, mutual funds, certificates of deposit, employee pension plans, other retirement savings plans designed for employee groups, life insurance, long-term care, disability and critical illness insurance, and health insurance group health benefits.
Who they serve
Individuals and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 278 | $95M |
| High Net Worth Individuals | 105 | $306M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 8 | $5.6M |
| State/Municipal Entities | 4 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
7 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 23, 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. M1 CAPITAL MANAGEMENT LLC 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.