M1 Capital Management LLC

RIASEC RegisteredEst. 2011

Total AUM

$450M

Discretionary

$450M

100% of AUM

Avg account

$442K

Accounts

1,020

Employees

Advisory reps

Firm details

Headquarters: Troy, Michigan
CRD number: 158269
Registered since: July 27, 2011
Website: www.m1capitalmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI67.96%
Individuals21.02%
Corporations / Businesses8.5%
Charitable Organizations1.27%
Pension & Profit Sharing Plans1.25%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

M1 Capital Management LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm delivers fee-based portfolio management and financial planning alongside services for small businesses, pensions and institutional entities. Its advisory menu includes selection of third‑party managers and educational workshops, and it reports both percentage-of-AUM and fixed-fee billing options. M1 does not identify as an active ESG investor. Business affiliations noted in filings include relationships with other investment advisers, an insurance company and a real estate broker, reflecting a multi-disciplinary approach to sourcing products and services for client portfolios.