Confidential Management Advisors, Inc.
● SEC registered since 2009CRD 125936SEC# 801-70741Troy, MI
Reg. AUM
$161.9M
Employees
1
Accounts
132
Location
Troy, MI
Confidential Management Advisors, Inc. assets under management
Confidential Management Advisors, Inc. is an SEC-registered investment adviser based in Troy, MI. The firm has been registered since 2009. It reports $161.9 million in regulatory assets under management and employs 1 people.
Confidential Management Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig Maxwell Adams Control | President/Chief Compliance Officer | Over 75% | 2025 |
Frequently asked questions
How much does Confidential Management Advisors, Inc. manage?
Confidential Management Advisors, Inc. reports $161.9 million in regulatory assets under management on its Form ADV.
How many employees does Confidential Management Advisors, Inc. have?
Confidential Management Advisors, Inc. reports 1 employees.
Where is Confidential Management Advisors, Inc. located?
Confidential Management Advisors, Inc. is based in Troy, MI and has been SEC-registered since 2009.
Does Confidential Management Advisors, Inc. disclose fund performance?
Confidential Management Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1700 West Big Beaver, Suite 320, Troy, MI 48084 |
| Phone | 248-540-7511 |
| Fax | 248-540-9261 |
| Office hours | 8:30a.m. - 3:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$161.9M▲ 4%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$161.9Mregulatory AUM
Discretionary $161.1MNon-discretionary $794K