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Liberty Capital Management Inc

● SEC registered since 1992CRD 106063SEC# 801-42852Birmingham, MI
Export (members)
Reg. AUM
$849.5M
Employees
4
Accounts
430
Location
Birmingham, MI

Liberty Capital Management Inc assets under management

Liberty Capital Management Inc is a registered investment adviser overseen by the SEC based in Birmingham, MI. The firm has been registered since 1992. It reports $849.5 million in regulatory assets under management and employs 4 people.

Liberty Capital Management Inc owners & executives

1 reported
NameTitleOwnershipSince
Kenneth John Carbaugh ControlCeo/CcoOver 75%2017

Frequently asked questions

How much does Liberty Capital Management Inc manage?

Liberty Capital Management Inc reports $849.5 million in regulatory assets under management on its Form ADV.

How many employees does Liberty Capital Management Inc have?

Liberty Capital Management Inc reports 4 employees.

Where is Liberty Capital Management Inc located?

Liberty Capital Management Inc is based in Birmingham, MI and has been SEC-registered since 1992.

Does Liberty Capital Management Inc disclose fund performance?

Liberty Capital Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address401 S Old Woodward Avenue, Ste 430, Birmingham, MI 48009
Phone248 258-9290
Fax248 258-9292
Office hours09:00a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1366838
Discloses disciplinary historyNo

Regulatory AUM

$849.5M▲ 13%
Mar '25 — $752.2MApr '25 — $752.2MMay '25 — $752.2MJun '25 — $752.2MJul '25 — $752.2MAug '25 — $752.2MSep '25 — $752.2MOct '25 — $752.2MNov '25 — $752.2MDec '25 — $752.2MJan '26 — $752.2MFeb '26 — $849.5MMar '26 — $849.5MApr '26 — $849.5MMay '26 — $849.5MJun '26 — $849.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$849.5Mregulatory AUM
Discretionary $766MNon-discretionary $83.5M