XLM Capital Management
Firm details
- Headquarters
- Dexter, Michigan
- CRD number
- 129869
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.9%
- Individuals2.1%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
XLM Capital Management is an LLC that advises individuals and families with portfolio management services geared toward individual and small-business clients. The firm is owned by an individual and charges fees as a percentage of assets under management. It does not identify as an ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or capital allocator in the provided data. The advisory activity highlighted in filings is direct portfolio management rather than model delivery or institutional consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- US Government Bonds39%
- Cash & Cash Equivalents8%
Contacts
1 of 1Craig Mckee
OwnerCRD 2737022
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dexter, MI
Washtenaw
Location
Dexter, MI
Headquartered in Dexter, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Washtenaw
- Address
- 7444 Dexter Ann Arbor Rd
- Time zone
- ET (UTC-5)
- Office locations
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