LIBERTY CAPITAL

Overview

Liberty Capital operates as a small, client-focused broker-dealer and advisory business that primarily serves individuals and families. The firm charges fees as a percentage of assets under management and reports a clear preference for equities, with exchange-traded securities forming the bulk of its managed assets. Liberty Capital’s advisory activity is concentrated on portfolio management for individuals and small businesses, and its filings show the firm runs client relationships largely on a non-discretionary basis — meaning clients retain decision authority and the firm provides advice and execution rather than unilateral portfolio rebalancing. Investment behavior points to a core equity orientation supplemented by traditional fixed income and insurance solutions. The firm uses mutual funds and corporate debt to round out fixed-income exposure and offers annuities as part of income or beneficiary planning. Liberty Capital also allocates to real estate through third-party alternative managers, incorporating non-public property exposure alongside its traded securities sleeve.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices